L.J. Altfest & Co’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

L.J. Altfest & Co’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	$14M	Sell	663,501 -189,826	-22%	-$4.11M	1.5%	16
2025 Q4	$18.7M	Buy	853,327 +12,681	+2%	+$279K	2.05%	11
2025 Q3	$18.4M	Buy	840,646 +20,704	+3%	+$453K	2.05%	11
2025 Q2	$18.1M	Sell	819,942 -16,854	-2%	-$369K	2.13%	9
2025 Q1	$18.4M	Buy	836,796 +592,878	+243%	+$12.7M	2.31%	11
2024 Q4	$5.18M	Buy	243,918 +10,707	+5%	+$232K	0.66%	33
2024 Q3	$5.36M	Sell	233,211 -50,512	-18%	-$1.14M	0.71%	29
2024 Q2	$6.05M	Buy	283,723 +151,464	+115%	+$3.23M	0.83%	28
2024 Q1	$2.89M	Buy	132,259 +1,895	+1%	+$42.4K	0.41%	42
2023 Q4	$3.02M	Sell	130,364 -54,226	-29%	-$1.21M	0.44%	46
2023 Q3	$4.03M	Buy	+184,590	New	+$4.13M	0.64%	28

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

L.J. Altfest & Co's TUA Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 22% in Q1 2026, selling an estimated $4.11M and leaving 663,501 shares worth $14M. The position accounts for 1.5% of the portfolio, ranked #16.

L.J. Altfest & Co first reported a position in TUA in Q3 2023 and has held it in 11 quarters since. The position peaked at $18.7M in Q4 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

L.J. Altfest & Co held 663,501 shares of Simplify Short Term Treasury Futures Strategy ETF worth $14M as of Q1 2026.
L.J. Altfest & Co sold 189,826 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $4.11M.
Simplify Short Term Treasury Futures Strategy ETF made up 1.5% of L.J. Altfest & Co's portfolio in Q1 2026, its #16 holding.
L.J. Altfest & Co first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2023 and has held it in 11 quarters since.
L.J. Altfest & Co's Simplify Short Term Treasury Futures Strategy ETF position peaked at $18.7M in Q4 2025.
82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.