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Financial Life Planners’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Financial Life Planners’s Portfolio TUA Stock Details TUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-353
Closed -$7.72K – 304
2025
Q3 		$7.72K Buy
+353
New +$7.72K 0.01% 261

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Financial Life Planners's TUA Position: Q4 2025 in Review

Financial Life Planners sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q4 2025, closing a stake of 353 shares — an estimated $7.72K sold.

Financial Life Planners first reported a position in TUA in Q3 2025 and held it in 1 quarter. The position peaked at $7.72K in Q3 2025. 88 funds tracked by Wall St. Rank hold TUA as of Q4 2025.

  • Financial Life Planners reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Life Planners sold 353 Simplify Short Term Treasury Futures Strategy ETF shares in Q4 2025, an estimated $7.72K.
  • Financial Life Planners first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Financial Life Planners's Simplify Short Term Treasury Futures Strategy ETF position peaked at $7.72K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.