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Integrated Wealth Management (Ohio)’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Integrated Wealth Management (Ohio)’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 		$1.3M Buy
63,803
+5,558
+10% +$115K 1.38% 21
2026
Q1 		$1.23M Sell
58,245
-1,205
-2% -$26.1K 1.41% 22
2025
Q4 		$1.3M Buy
+59,450
New +$1.31M 1.46% 24

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 $103B AUM 28.65% 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

Integrated Wealth Management (Ohio)'s TUA Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 9.5% in Q2 2026, buying an estimated $115K and bringing the position to 63,803 shares worth $1.3M. The position accounts for 1.38% of the portfolio, ranked #21.

Integrated Wealth Management (Ohio) first reported a position in TUA in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 63,803 shares of Simplify Short Term Treasury Futures Strategy ETF worth $1.3M as of Q2 2026.
  • Integrated Wealth Management (Ohio) bought 5,558 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $115K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 1.38% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #21 holding.
  • Integrated Wealth Management (Ohio) first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.