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Longview Financial Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Longview Financial Advisors’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 		– Sell
-10,271
Closed -$217K – 139
2026
Q1 		$217K Buy
10,271
+8
+0.1% +$173 0.13% 43
2025
Q4 		$225K Buy
10,263
+15
+0.1% +$330 0.15% 42
2025
Q3 		$224K Sell
10,248
-338
-3% -$7.39K 0.16% 41
2025
Q2 		$233K Sell
10,586
-892
-8% -$19.5K 0.2% 39
2025
Q1 		$252K Sell
11,478
-103,133
-90% -$2.21M 0.22% 41
2024
Q4 		$2.43M Sell
114,611
-275,462
-71% -$5.97M 1.92% 15
2024
Q3 		$8.97M Sell
390,073
-8,779
-2% -$198K 6.57% 6
2024
Q2 		$8.5M Sell
398,852
-18,168
-4% -$387K 6.47% 6
2024
Q1 		$9.12M Sell
417,020
-23,595
-5% -$529K 6.85% 6
2023
Q4 		$10.2M Buy
+440,615
New +$9.8M 8.2% 5

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

Longview Financial Advisors's TUA Position: Q2 2026 in Review

Longview Financial Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026, closing a stake of 10,271 shares — an estimated $217K sold.

Longview Financial Advisors first reported a position in TUA in Q4 2023 and held it in 10 quarters. The position peaked at $10.2M in Q4 2023. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Longview Financial Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 10,271 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $217K.
  • Longview Financial Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 10 quarters.
  • Longview Financial Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $10.2M in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.