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IHT Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

IHT Wealth Management’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 		$1.42M Buy
67,174
+6,033
+10% +$131K 0.03% 476
2025
Q4 		$1.34M Buy
61,141
+2,796
+5% +$61.4K 0.03% 457
2025
Q3 		$1.28M Buy
58,345
+3,557
+6% +$77.8K 0.03% 458
2025
Q2 		$1.21M Buy
54,788
+1,895
+4% +$41.5K 0.03% 449
2025
Q1 		$1.16M Buy
+52,893
New +$1.14M 0.04% 432
2024
Q1 		– Sell
-9,698
Closed -$225K – 1069
2023
Q4 		$225K Buy
+9,698
New +$216K 0.01% 879

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
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LPL Financial
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

IHT Wealth Management's TUA Position: Q1 2026 in Review

IHT Wealth Management increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 9.9% in Q1 2026, buying an estimated $131K and bringing the position to 67,174 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #476.

IHT Wealth Management first reported a position in TUA in Q4 2023 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • IHT Wealth Management held 67,174 shares of Simplify Short Term Treasury Futures Strategy ETF worth $1.42M as of Q1 2026.
  • IHT Wealth Management bought 6,033 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $131K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #476 holding.
  • IHT Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and has held it in 6 quarters since.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.