LI
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LifeWealth Investments’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

LifeWealth Investments’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 		$3.48M Buy
170,572
+7,314
+4% +$152K 0.93% 29
2026
Q1 		$3.44M Buy
163,258
+10,216
+7% +$221K 1.03% 26
2025
Q4 		$3.35M Sell
153,042
-3,424
-2% -$75.2K 1.06% 28
2025
Q3 		$3.42M Buy
156,466
+6,480
+4% +$142K 1.13% 25
2025
Q2 		$3.3M Buy
149,986
+38,559
+35% +$845K 1.2% 23
2025
Q1 		$2.45M Buy
111,427
+19,232
+21% +$413K 1.18% 27
2024
Q4 		$1.96M Buy
+92,195
New +$2M 1.3% 22

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 $839M AUM 18.63% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

LifeWealth Investments's TUA Position: Q2 2026 in Review

LifeWealth Investments increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 4.5% in Q2 2026, buying an estimated $152K and bringing the position to 170,572 shares worth $3.48M. The position accounts for 0.93% of the portfolio, ranked #29.

LifeWealth Investments first reported a position in TUA in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • LifeWealth Investments held 170,572 shares of Simplify Short Term Treasury Futures Strategy ETF worth $3.48M as of Q2 2026.
  • LifeWealth Investments bought 7,314 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $152K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.93% of LifeWealth Investments's portfolio in Q2 2026, its #29 holding.
  • LifeWealth Investments first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.