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Fortis Group Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Fortis Group Advisors’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
Q2 		– Sell
-244,229
Closed -$5.37M – 556
2025
Q1 		$5.37M Buy
+244,229
New +$5.24M 1.04% 31

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fortis Group Advisors's TUA Position: Q2 2025 in Review

Fortis Group Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2025, closing a stake of 244,229 shares — an estimated $5.37M sold.

Fortis Group Advisors first reported a position in TUA in Q1 2025 and held it in 1 quarter. The position peaked at $5.37M in Q1 2025. 93 funds tracked by Wall St. Rank hold TUA as of Q2 2025.

  • Fortis Group Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 244,229 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2025, an estimated $5.37M.
  • Fortis Group Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Fortis Group Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $5.37M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2025.

Based on Fortis Group Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.