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 Q2	$3.21M	Buy	156,987 +8,833	+6%	+$183K	1.2%	20
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 $7.19B AUM 6.88% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

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

Howard Bailey Securities's TUA Position: Q2 2026 in Review

Howard Bailey Securities increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 6% in Q2 2026, buying an estimated $183K and bringing the position to 156,987 shares worth $3.21M. The position accounts for 1.2% of the portfolio, ranked #20.

Howard Bailey Securities first reported a position in TUA in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.84M in Q3 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

Howard Bailey Securities held 156,987 shares of Simplify Short Term Treasury Futures Strategy ETF worth $3.21M as of Q2 2026.
Howard Bailey Securities bought 8,833 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $183K.
Simplify Short Term Treasury Futures Strategy ETF made up 1.2% of Howard Bailey Securities's portfolio in Q2 2026, its #20 holding.
Howard Bailey Securities first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2024 and has held it in 8 quarters since.
Howard Bailey Securities's Simplify Short Term Treasury Futures Strategy ETF position peaked at $3.84M in Q3 2025.
87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.