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FSR Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

FSR Wealth Management’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
Q2 		$246K Buy
12,040
+259
+2% +$5.38K 0.28% 29
2026
Q1 		$249K Buy
11,781
+506
+4% +$10.9K 0.31% 34
2025
Q4 		$247K Sell
11,275
-3,708
-25% -$81.5K 0.29% 34
2025
Q3 		$328K Sell
14,983
-633
-4% -$13.8K 0.39% 25
2025
Q2 		$344K Sell
15,616
-891
-5% -$19.5K 0.44% 25
2025
Q1 		$363K Buy
16,507
+3,842
+30% +$82.5K 0.48% 30
2024
Q4 		$269K Buy
+12,665
New +$275K 0.34% 34

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

FSR Wealth Management's TUA Position: Q2 2026 in Review

FSR Wealth Management increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 2.2% in Q2 2026, buying an estimated $5.38K and bringing the position to 12,040 shares worth $246K. The position accounts for 0.28% of the portfolio, ranked #29.

FSR Wealth Management first reported a position in TUA in Q4 2024 and has held it in 7 quarters since. The position peaked at $363K in Q1 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • FSR Wealth Management held 12,040 shares of Simplify Short Term Treasury Futures Strategy ETF worth $246K as of Q2 2026.
  • FSR Wealth Management bought 259 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $5.38K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.28% of FSR Wealth Management's portfolio in Q2 2026, its #29 holding.
  • FSR Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • FSR Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $363K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.