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 Q2	$1.08M	Sell	52,723 -14,451	-22%	-$300K	0.02%	574
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

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

IHT Wealth Management's TUA Position: Q2 2026 in Review

IHT Wealth Management reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 22% in Q2 2026, selling an estimated $300K and leaving 52,723 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #574.

IHT Wealth Management first reported a position in TUA in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.42M in Q1 2026. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

IHT Wealth Management held 52,723 shares of Simplify Short Term Treasury Futures Strategy ETF worth $1.08M as of Q2 2026.
IHT Wealth Management sold 14,451 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $300K.
Simplify Short Term Treasury Futures Strategy ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #574 holding.
IHT Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and has held it in 7 quarters since.
IHT Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.42M in Q1 2026.
87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.