Insight Wealth Strategies’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Insight Wealth Strategies’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	-666,189	Closed	-$14.1M	–	200
2026 Q1	$14.1M	Buy	666,189 +25,833	+4%	+$559K	1.57%	16
2025 Q4	$14M	Buy	+640,356	New	+$14.1M	1.61%	18

Other funds holding TUA

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return