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M Holdings Securities’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

M Holdings Securities’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
Q1 		– Sell
-76,000
Closed -$1.61M – 153
2024
Q4 		$1.61M Buy
+76,000
New +$1.65M 0.26% 65

Other funds holding TUA

SFBLI
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
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

M Holdings Securities's TUA Position: Q1 2025 in Review

M Holdings Securities sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2025, closing a stake of 76,000 shares — an estimated $1.61M sold.

M Holdings Securities first reported a position in TUA in Q4 2024 and held it in 1 quarter. The position peaked at $1.61M in Q4 2024. 88 funds tracked by Wall St. Rank hold TUA as of Q1 2025.

  • M Holdings Securities reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • M Holdings Securities sold 76,000 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2025, an estimated $1.61M.
  • M Holdings Securities first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and held it in 1 quarter.
  • M Holdings Securities's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.61M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2025.

Based on M Holdings Securities's 13F filing for Q1 2025, filed 13 May 2025.