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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
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
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M 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 $277M AUM 6.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Kingdom Financial Group's TUA Position: Q1 2026 in Review

Kingdom Financial Group reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 5.9% in Q1 2026, selling an estimated $51.6K and leaving 38,261 shares worth $807K. The position accounts for 0.23% of the portfolio, ranked #45.

Kingdom Financial Group first reported a position in TUA in Q2 2024 and has held it in 8 quarters since. The position peaked at $890K in Q4 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Kingdom Financial Group held 38,261 shares of Simplify Short Term Treasury Futures Strategy ETF worth $807K as of Q1 2026.
  • Kingdom Financial Group sold 2,387 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $51.6K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.23% of Kingdom Financial Group's portfolio in Q1 2026, its #45 holding.
  • Kingdom Financial Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2024 and has held it in 8 quarters since.
  • Kingdom Financial Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $890K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.