Foundations Investment Advisors
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Foundations Investment Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Foundations Investment 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
2026
Q1 		– Sell
-12,746
Closed -$279K – 1249
2025
Q4 		$279K Buy
12,746
+3,461
+37% +$76.1K ﹤0.01% 920
2025
Q3 		$203K Buy
+9,285
New +$203K ﹤0.01% 995

Other funds holding TUA

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AE Wealth Management
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 $104B AUM 28.3% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Foundations Investment Advisors's TUA Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2026, closing a stake of 12,746 shares — an estimated $279K sold.

Foundations Investment Advisors first reported a position in TUA in Q3 2025 and held it in 2 quarters. The position peaked at $279K in Q4 2025. 83 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 12,746 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $279K.
  • Foundations Investment Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $279K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.