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Great Lakes Retirement’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Great Lakes Retirement’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 		$2.48M Sell
121,629
-1,661
-1% -$34.5K 0.22% 94
2026
Q1 		$2.6M Sell
123,290
-11,323
-8% -$245K 0.27% 83
2025
Q4 		$2.95M Sell
134,613
-8,197
-6% -$180K 0.31% 67
2025
Q3 		$3.12M Sell
142,810
-6,783
-5% -$148K 0.34% 62
2025
Q2 		$3.3M Sell
149,593
-17,254
-10% -$378K 0.39% 54
2025
Q1 		$3.67M Buy
166,847
+55,863
+50% +$1.2M 0.48% 42
2024
Q4 		$2.36M Buy
110,984
+22,862
+26% +$496K 0.3% 76
2024
Q3 		$2.03M Buy
88,122
+6,236
+8% +$140K 0.26% 91
2024
Q2 		$1.75M Buy
81,886
+12,425
+18% +$265K 0.24% 86
2024
Q1 		$1.52M Buy
69,461
+40,505
+140% +$907K 0.22% 90
2023
Q4 		$670K Sell
28,956
-6,840
-19% -$152K 0.11% 157
2023
Q3 		$782K Sell
35,796
-2,005
-5% -$44.8K 0.14% 140
2023
Q2 		$861K Buy
+37,801
New +$928K 0.15% 134

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

Great Lakes Retirement's TUA Position: Q2 2026 in Review

Great Lakes Retirement reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 1.3% in Q2 2026, selling an estimated $34.5K and leaving 121,629 shares worth $2.48M. The position accounts for 0.22% of the portfolio, ranked #94.

Great Lakes Retirement first reported a position in TUA in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.67M in Q1 2025. 86 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Great Lakes Retirement held 121,629 shares of Simplify Short Term Treasury Futures Strategy ETF worth $2.48M as of Q2 2026.
  • Great Lakes Retirement sold 1,661 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $34.5K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.22% of Great Lakes Retirement's portfolio in Q2 2026, its #94 holding.
  • Great Lakes Retirement first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and has held it in 13 quarters since.
  • Great Lakes Retirement's Simplify Short Term Treasury Futures Strategy ETF position peaked at $3.67M in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.