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GenTrust’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

GenTrust’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 		$67.5M Buy
3,302,450
+419,316
+15% +$8.71M 2.59% 10
2026
Q1 		$60.8M Buy
+2,883,134
New +$62.4M 2.6% 10

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 $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
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

GenTrust's TUA Position: Q2 2026 in Review

GenTrust increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 15% in Q2 2026, buying an estimated $8.71M and bringing the position to 3,302,450 shares worth $67.5M. The position accounts for 2.59% of the portfolio, ranked #10.

GenTrust first reported a position in TUA in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • GenTrust held 3,302,450 shares of Simplify Short Term Treasury Futures Strategy ETF worth $67.5M as of Q2 2026.
  • GenTrust bought 419,316 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $8.71M.
  • Simplify Short Term Treasury Futures Strategy ETF made up 2.59% of GenTrust's portfolio in Q2 2026, its #10 holding.
  • GenTrust first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.