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Global Retirement Partners’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Global Retirement Partners’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
2025
Q3 		– Sell
-205
Closed -$4.52K – 4028
2025
Q2 		$4.52K Buy
+205
New +$4.49K ﹤0.01% 2951
2023
Q1 		– Sell
-127
Closed -$3.15K – 3345
2022
Q4 		$3.15K Buy
+127
New +$3.18K ﹤0.01% 2192

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FS
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FCM
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MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's TUA Position: Q3 2025 in Review

Global Retirement Partners sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 205 shares — an estimated $4.52K sold.

Global Retirement Partners first reported a position in TUA in Q4 2022 and held it in 2 quarters. The position peaked at $4.52K in Q2 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

  • Global Retirement Partners reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 205 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $4.52K.
  • Global Retirement Partners first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2022 and held it in 2 quarters.
  • Global Retirement Partners's Simplify Short Term Treasury Futures Strategy ETF position peaked at $4.52K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.