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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
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
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

FSR Wealth Management's TUA Position: Q1 2026 in Review

FSR Wealth Management increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 4.5% in Q1 2026, buying an estimated $10.9K and bringing the position to 11,781 shares worth $249K. The position accounts for 0.31% of the portfolio, ranked #34.

FSR Wealth Management first reported a position in TUA in Q4 2024 and has held it in 6 quarters since. The position peaked at $363K in Q1 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • FSR Wealth Management held 11,781 shares of Simplify Short Term Treasury Futures Strategy ETF worth $249K as of Q1 2026.
  • FSR Wealth Management bought 506 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $10.9K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.31% of FSR Wealth Management's portfolio in Q1 2026, its #34 holding.
  • FSR Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • FSR Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $363K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on FSR Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.