HighTower Advisors
TUA icon

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

HighTower 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 		$34.9M Buy
1,709,228
+527,694
+45% +$11M 0.03% 478
2026
Q1 		$24.9M Buy
1,181,534
+261,328
+28% +$5.65M 0.03% 542
2025
Q4 		$20.2M Buy
920,206
+841,646
+1,071% +$18.5M 0.02% 607
2025
Q3 		$1.72M Sell
78,560
-711
-0.9% -$15.5K ﹤0.01% 1723
2025
Q2 		$1.75M Sell
79,271
-1,969
-2% -$43.1K ﹤0.01% 1642
2025
Q1 		$1.78M Buy
81,240
+49,091
+153% +$1.05M ﹤0.01% 1590
2024
Q4 		$682K Sell
32,149
-103,854
-76% -$2.25M ﹤0.01% 2242
2024
Q3 		$3.13M Sell
136,003
-280,051
-67% -$6.3M ﹤0.01% 1260
2024
Q2 		$8.88M Buy
416,054
+41,030
+11% +$874K 0.01% 770
2024
Q1 		$8.18M Buy
375,024
+37,049
+11% +$830K 0.01% 765
2023
Q4 		$7.79M Buy
337,975
+315,625
+1,412% +$7.02M 0.01% 786
2023
Q3 		$488K Sell
22,350
-11,100
-33% -$248K ﹤0.01% 2252
2023
Q2 		$759K Buy
33,450
+3,000
+10% +$73.7K ﹤0.01% 1913
2023
Q1 		$772K Buy
+30,450
New +$756K ﹤0.01% 1832

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
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

HighTower Advisors's TUA Position: Q2 2026 in Review

HighTower Advisors increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 45% in Q2 2026, buying an estimated $11M and bringing the position to 1,709,228 shares worth $34.9M. The position accounts for 0.03% of the portfolio, ranked #478.

HighTower Advisors first reported a position in TUA in Q1 2023 and has held it in 14 quarters since. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • HighTower Advisors held 1,709,228 shares of Simplify Short Term Treasury Futures Strategy ETF worth $34.9M as of Q2 2026.
  • HighTower Advisors bought 527,694 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $11M.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #478 holding.
  • HighTower Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2023 and has held it in 14 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.