HBS
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Howard Bailey Securities’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Howard Bailey Securities’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 		$3.13M Sell
148,154
-3,226
-2% -$69.8K 1.29% 16
2025
Q4 		$3.32M Sell
151,380
-24,049
-14% -$528K 1.31% 16
2025
Q3 		$3.84M Buy
175,429
+12,496
+8% +$273K 1.09% 28
2025
Q2 		$3.59M Sell
162,933
-1,345
-0.8% -$29.5K 1.11% 26
2025
Q1 		$3.61M Buy
164,278
+58,970
+56% +$1.27M 1.2% 25
2024
Q4 		$2.23M Buy
105,308
+6,325
+6% +$137K 0.83% 34
2024
Q3 		$2.28M Buy
+98,983
New +$2.23M 0.86% 34

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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