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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

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

Insight Wealth Strategies's TUA Position: Q2 2026 in Review

Insight Wealth Strategies sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026, closing a stake of 666,189 shares — an estimated $14.1M sold.

Insight Wealth Strategies first reported a position in TUA in Q4 2025 and held it in 2 quarters. The position peaked at $14.1M in Q1 2026. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Insight Wealth Strategies reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 666,189 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $14.1M.
  • Insight Wealth Strategies first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2025 and held it in 2 quarters.
  • Insight Wealth Strategies's Simplify Short Term Treasury Futures Strategy ETF position peaked at $14.1M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.