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Gladstone Institutional Advisory’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Gladstone Institutional Advisory’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 		$2.05M Sell
100,272
-12,194
-11% -$253K 0.06% 289
2026
Q1 		$2.37M Sell
112,466
-10,469
-9% -$227K 0.09% 237
2025
Q4 		$2.69M Sell
122,935
-10,382
-8% -$228K 0.1% 216
2025
Q3 		$2.92M Sell
133,317
-26,175
-16% -$572K 0.11% 192
2025
Q2 		$3.51M Sell
159,492
-88,219
-36% -$1.93M 0.15% 160
2025
Q1 		$5.44M Sell
247,711
-18,084
-7% -$388K 0.25% 101
2024
Q4 		$5.64M Sell
265,795
-191,042
-42% -$4.14M 0.26% 88
2024
Q3 		$10.5M Buy
456,837
+198,029
+77% +$4.46M 0.51% 43
2024
Q2 		$5.52M Sell
258,808
-12,792
-5% -$272K 0.29% 90
2024
Q1 		$5.94M Buy
271,600
+147,985
+120% +$3.31M 0.33% 74
2023
Q4 		$2.86M Buy
+123,615
New +$2.75M 0.16% 162

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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM

Gladstone Institutional Advisory's TUA Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 11% in Q2 2026, selling an estimated $253K and leaving 100,272 shares worth $2.05M. The position accounts for 0.06% of the portfolio, ranked #289.

Gladstone Institutional Advisory first reported a position in TUA in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q3 2024. 38 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Gladstone Institutional Advisory held 100,272 shares of Simplify Short Term Treasury Futures Strategy ETF worth $2.05M as of Q2 2026.
  • Gladstone Institutional Advisory sold 12,194 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $253K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #289 holding.
  • Gladstone Institutional Advisory first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and has held it in 11 quarters since.
  • Gladstone Institutional Advisory's Simplify Short Term Treasury Futures Strategy ETF position peaked at $10.5M in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.