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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
Q2 		– Sell
-82,163
Closed -$1.73M – 1908
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

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 $871M AUM 12.19% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Kestra Private Wealth Services's TUA Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026, closing a stake of 82,163 shares — an estimated $1.73M sold.

Kestra Private Wealth Services first reported a position in TUA in Q3 2024 and held it in 7 quarters. The position peaked at $1.73M in Q1 2026. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 82,163 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $1.73M.
  • Kestra Private Wealth Services first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2024 and held it in 7 quarters.
  • Kestra Private Wealth Services's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.73M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.