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

IFP 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 		– Sell
-3,264
Closed -$68.9K – 5283
2026
Q1 		$68.9K Sell
3,264
-2,707
-45% -$58.6K ﹤0.01% 2072
2025
Q4 		$131K Buy
5,971
+634
+12% +$13.9K ﹤0.01% 1612
2025
Q3 		$117K Sell
5,337
-1,720
-24% -$37.6K ﹤0.01% 1583
2025
Q2 		$155K Buy
+7,057
New +$155K ﹤0.01% 1394
2023
Q3 		– Sell
-11,379
Closed -$258K – 3552
2023
Q2 		$258K Sell
11,379
-627
-5% -$15.4K 0.01% 900
2023
Q1 		$300K Buy
+12,006
New +$298K 0.01% 775

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
HighTower Advisors
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
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

IFP Advisors's TUA Position: Q2 2026 in Review

IFP Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026, closing a stake of 3,264 shares — an estimated $68.9K sold.

IFP Advisors first reported a position in TUA in Q1 2023 and held it in 6 quarters. The position peaked at $300K in Q1 2023. 86 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • IFP Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 3,264 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $68.9K.
  • IFP Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2023 and held it in 6 quarters.
  • IFP Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $300K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.