Heck Capital Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Heck Capital Advisors’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	$9.13M	Buy	447,209 +18,450	+4%	+$383K	0.55%	44
2026 Q1	$9.05M	Buy	428,759 +143,276	+50%	+$3.1M	0.67%	32
2025 Q4	$6.25M	Buy	285,483 +18,075	+7%	+$397K	0.47%	45
2025 Q3	$5.85M	Buy	267,408 +2,878	+1%	+$62.9K	0.45%	49
2025 Q2	$5.83M	Buy	264,530 +7,621	+3%	+$167K	0.5%	42
2025 Q1	$5.64M	Buy	256,909 +14,956	+6%	+$321K	0.63%	41
2024 Q4	$5.13M	Buy	+241,953	New	+$5.25M	0.59%	41
2023 Q1	–	Sell	-108,875	Closed	-$2.7M	–	155
2022 Q4	$2.7M	Buy	+108,875	New	+$2.73M	0.52%	45

Other funds holding TUA

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Heck Capital Advisors's TUA Position: Q2 2026 in Review

Heck Capital Advisors increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 4.3% in Q2 2026, buying an estimated $383K and bringing the position to 447,209 shares worth $9.13M. The position accounts for 0.55% of the portfolio, ranked #44.

Heck Capital Advisors first reported a position in TUA in Q4 2022 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

Heck Capital Advisors held 447,209 shares of Simplify Short Term Treasury Futures Strategy ETF worth $9.13M as of Q2 2026.
Heck Capital Advisors bought 18,450 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $383K.
Simplify Short Term Treasury Futures Strategy ETF made up 0.55% of Heck Capital Advisors's portfolio in Q2 2026, its #44 holding.
Heck Capital Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2022 and has held it in 8 quarters since.
15 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.