LRWM
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Lord & Richards Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Lord & Richards Wealth Management’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
-16,920
Closed -$372K – 153
2025
Q1 		$372K Buy
16,920
+4,592
+37% +$98.6K 0.42% 50
2024
Q4 		$262K Buy
+12,328
New +$267K 0.55% 57

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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

Lord & Richards Wealth Management's TUA Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2025, closing a stake of 16,920 shares — an estimated $372K sold.

Lord & Richards Wealth Management first reported a position in TUA in Q4 2024 and held it in 2 quarters. The position peaked at $372K in Q1 2025. 93 funds tracked by Wall St. Rank hold TUA as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 16,920 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2025, an estimated $372K.
  • Lord & Richards Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $372K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.