LPL Financial
TUA icon

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

LPL Financial’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 		$8.82M Sell
431,936
-333,138
-44% -$6.92M ﹤0.01% 2272
2026
Q1 		$16.1M Sell
765,074
-60,744
-7% -$1.31M ﹤0.01% 1626
2025
Q4 		$18.1M Buy
825,818
+452,544
+121% +$9.94M ﹤0.01% 1480
2025
Q3 		$8.16M Sell
373,274
-216,146
-37% -$4.72M ﹤0.01% 2065
2025
Q2 		$13M Buy
589,420
+53,017
+10% +$1.16M ﹤0.01% 1535
2025
Q1 		$11.8M Buy
536,403
+288,231
+116% +$6.19M ﹤0.01% 1495
2024
Q4 		$5.27M Sell
248,172
-141,946
-36% -$3.08M ﹤0.01% 2046
2024
Q3 		$8.97M Buy
390,118
+209,344
+116% +$4.71M ﹤0.01% 1535
2024
Q2 		$3.85M Sell
180,774
-11,901
-6% -$253K ﹤0.01% 2066
2024
Q1 		$4.21M Sell
192,675
-338
-0.2% -$7.57K ﹤0.01% 1920
2023
Q4 		$4.47M Buy
193,013
+118,694
+160% +$2.64M ﹤0.01% 1757
2023
Q3 		$1.62M Buy
+74,319
New +$1.66M ﹤0.01% 2482

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

LPL Financial's TUA Position: Q2 2026 in Review

LPL Financial reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 44% in Q2 2026, selling an estimated $6.92M and leaving 431,936 shares worth $8.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

LPL Financial first reported a position in TUA in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.1M in Q4 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • LPL Financial held 431,936 shares of Simplify Short Term Treasury Futures Strategy ETF worth $8.82M as of Q2 2026.
  • LPL Financial sold 333,138 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $6.92M.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2272 holding.
  • LPL Financial first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2023 and has held it in 12 quarters since.
  • LPL Financial's Simplify Short Term Treasury Futures Strategy ETF position peaked at $18.1M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.