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
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
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 $342M 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 $277M AUM 6.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

LPL Financial's TUA Position: Q1 2026 in Review

LPL Financial reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 7.4% in Q1 2026, selling an estimated $1.31M and leaving 765,074 shares worth $16.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

LPL Financial first reported a position in TUA in Q3 2023 and has held it in 11 quarters since. The position peaked at $18.1M in Q4 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • LPL Financial held 765,074 shares of Simplify Short Term Treasury Futures Strategy ETF worth $16.1M as of Q1 2026.
  • LPL Financial sold 60,744 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $1.31M.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1626 holding.
  • LPL Financial first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2023 and has held it in 11 quarters since.
  • LPL Financial's Simplify Short Term Treasury Futures Strategy ETF position peaked at $18.1M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.