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Kestra Private Wealth Services’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Kestra Private Wealth Services’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 		$1.73M Buy
82,163
+21,408
+35% +$463K 0.02% 602
2025
Q4 		$1.33M Buy
60,755
+2,262
+4% +$49.7K 0.02% 681
2025
Q3 		$1.28M Buy
58,493
+1,029
+2% +$22.5K 0.02% 676
2025
Q2 		$1.27M Buy
57,464
+27,265
+90% +$597K 0.02% 648
2025
Q1 		$663K Buy
30,199
+10,184
+51% +$219K 0.01% 842
2024
Q4 		$425K Buy
20,015
+682
+4% +$14.8K 0.01% 1002
2024
Q3 		$444K Buy
+19,333
New +$435K 0.01% 923

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SAM
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SFBLI
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G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $338M 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 $237M AUM 2.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return