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

Larson 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
2025
Q2 		– Sell
-3,750
Closed -$82.4K – 3500
2025
Q1 		$82.4K Buy
+3,750
New +$80.5K ﹤0.01% 849

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Larson Financial Group's TUA Position: Q2 2025 in Review

Larson Financial Group sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2025, closing a stake of 3,750 shares — an estimated $82.4K sold.

Larson Financial Group first reported a position in TUA in Q1 2025 and held it in 1 quarter. The position peaked at $82.4K in Q1 2025. 93 funds tracked by Wall St. Rank hold TUA as of Q2 2025.

  • Larson Financial Group reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 3,750 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2025, an estimated $82.4K.
  • Larson Financial Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Larson Financial Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $82.4K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.