Lloyd Advisory Services’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Lloyd Advisory Services’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	$13.9M	Buy	679,397 +641,136	+1,676%	+$13.3M	5.38%	6
2026 Q1	$807K	Sell	38,261 -653,155	-94%	-$14.1M	0.23%	45
2025 Q4	$15.1M	Buy	691,416 +66,868	+11%	+$1.47M	5.88%	5
2025 Q3	$13.7M	Buy	624,548 +2,662	+0.4%	+$58.2K	6.43%	5
2025 Q2	$13.7M	Sell	621,886 -30,694	-5%	-$672K	6.62%	5
2025 Q1	$14.3M	Buy	652,580 +107,710	+20%	+$2.31M	7.2%	4
2024 Q4	$11.6M	Buy	544,870 +144,027	+36%	+$3.12M	5.48%	5
2024 Q3	$9.22M	Buy	400,843 +55,092	+16%	+$1.24M	4.45%	6
2024 Q2	$7.37M	Buy	+345,751	New	+$7.36M	3.47%	8
2024 Q1	–	Sell	-91,543	Closed	-$2.12M	–	179
2023 Q4	$2.12M	Buy	+91,543	New	+$2.04M	1%	21

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

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Lloyd Advisory Services's TUA Position: Q2 2026 in Review

Lloyd Advisory Services increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 1,676% in Q2 2026, buying an estimated $13.3M and bringing the position to 679,397 shares worth $13.9M. The position accounts for 5.38% of the portfolio, ranked #6.

Lloyd Advisory Services first reported a position in TUA in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.1M in Q4 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

Lloyd Advisory Services held 679,397 shares of Simplify Short Term Treasury Futures Strategy ETF worth $13.9M as of Q2 2026.
Lloyd Advisory Services bought 641,136 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $13.3M.
Simplify Short Term Treasury Futures Strategy ETF made up 5.38% of Lloyd Advisory Services's portfolio in Q2 2026, its #6 holding.
Lloyd Advisory Services first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and has held it in 10 quarters since.
Lloyd Advisory Services's Simplify Short Term Treasury Futures Strategy ETF position peaked at $15.1M in Q4 2025.
87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.