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
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 $6.49B AUM 10.69% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return