Kingdom Financial Group’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Kingdom Financial Group’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	$782K	Buy	38,296 +35	+0.1%	+$727	0.2%	53
2026 Q1	$807K	Sell	38,261 -2,387	-6%	-$51.6K	0.23%	45
2025 Q4	$890K	Buy	40,648 +16,193	+66%	+$356K	0.28%	36
2025 Q3	$535K	Sell	24,455 -2,026	-8%	-$44.3K	0.33%	47
2025 Q2	$583K	Sell	26,481 -4,119	-13%	-$90.2K	0.51%	26
2025 Q1	$672K	Buy	30,600 +15,110	+98%	+$324K	0.49%	24
2024 Q4	$329K	Buy	15,490 +4,228	+38%	+$91.7K	0.22%	37
2024 Q3	$259K	Buy	11,262 +1,255	+13%	+$28.2K	0.19%	39
2024 Q2	$213K	Buy	+10,007	New	+$213K	0.14%	49

Other funds holding TUA

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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 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

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

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

Kingdom Financial Group's TUA Position: Q2 2026 in Review

Kingdom Financial Group increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 0.09% in Q2 2026, buying an estimated $727 and bringing the position to 38,296 shares worth $782K. The position accounts for 0.2% of the portfolio, ranked #53.

Kingdom Financial Group first reported a position in TUA in Q2 2024 and has held it in 9 quarters since. The position peaked at $890K in Q4 2025. 86 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

Kingdom Financial Group held 38,296 shares of Simplify Short Term Treasury Futures Strategy ETF worth $782K as of Q2 2026.
Kingdom Financial Group bought 35 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $727.
Simplify Short Term Treasury Futures Strategy ETF made up 0.2% of Kingdom Financial Group's portfolio in Q2 2026, its #53 holding.
Kingdom Financial Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2024 and has held it in 9 quarters since.
Kingdom Financial Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $890K in Q4 2025.
86 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.