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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
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 $6.49B AUM 10.69% 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 $338M 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 $237M AUM 2.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return