Hilltop Holdings’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Hilltop Holdings’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	$1.21M	Sell	57,302 -88,008	-61%	-$1.9M	0.11%	203
2025 Q4	$3.18M	Buy	145,310 +52,340	+56%	+$1.15M	0.19%	127
2025 Q3	$2.03M	Sell	92,970 -13,776	-13%	-$301K	0.11%	209
2025 Q2	$2.35M	Sell	106,746 -6,332	-6%	-$139K	0.15%	154
2025 Q1	$2.48M	Sell	113,078 -8,987	-7%	-$193K	0.16%	151
2024 Q4	$2.59M	Buy	122,065 +12,301	+11%	+$267K	0.16%	148
2024 Q3	$2.52M	Buy	109,764 +891	+0.8%	+$20.1K	0.16%	143
2024 Q2	$2.32M	Buy	108,873 +84,008	+338%	+$1.79M	0.27%	88
2024 Q1	$544K	Buy	+24,865	New	+$557K	0.06%	356

Other funds holding TUA

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M 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 $277M AUM 6.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Hilltop Holdings's TUA Position: Q1 2026 in Review

Hilltop Holdings reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 61% in Q1 2026, selling an estimated $1.9M and leaving 57,302 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #203.

Hilltop Holdings first reported a position in TUA in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.18M in Q4 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

Hilltop Holdings held 57,302 shares of Simplify Short Term Treasury Futures Strategy ETF worth $1.21M as of Q1 2026.
Hilltop Holdings sold 88,008 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $1.9M.
Simplify Short Term Treasury Futures Strategy ETF made up 0.11% of Hilltop Holdings's portfolio in Q1 2026, its #203 holding.
Hilltop Holdings first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and has held it in 9 quarters since.
Hilltop Holdings's Simplify Short Term Treasury Futures Strategy ETF position peaked at $3.18M in Q4 2025.
82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.