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Magnolia Private Wealth’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Magnolia Private Wealth’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 		$3.24M Sell
242,589
-56,056
-19% -$1.16M 1.78% 13
2026
Q1 		$4.53M Buy
298,645
+30,976
+12% +$670K 3.02% 7
2025
Q4 		$5.86M Sell
267,669
-49,606
-16% -$1.09M 4.1% 5
2025
Q3 		$6.7M Buy
317,275
+24,133
+8% +$528K 4.92% 4
2025
Q2 		$6.46M Sell
293,142
-176,932
-38% -$3.88M 5.01% 4
2025
Q1 		$6.96M Buy
470,074
+172,757
+58% +$3.71M 5.73% 3
2024
Q4 		$6.31M Buy
+297,317
New +$6.45M 5.42% 3

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

Magnolia Private Wealth's TUA Position: Q2 2026 in Review

Magnolia Private Wealth reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 19% in Q2 2026, selling an estimated $1.16M and leaving 242,589 shares worth $3.24M. The position accounts for 1.78% of the portfolio, ranked #13.

Magnolia Private Wealth first reported a position in TUA in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.96M in Q1 2025. 86 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Magnolia Private Wealth held 242,589 shares of Simplify Short Term Treasury Futures Strategy ETF worth $3.24M as of Q2 2026.
  • Magnolia Private Wealth sold 56,056 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $1.16M.
  • Simplify Short Term Treasury Futures Strategy ETF made up 1.78% of Magnolia Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Magnolia Private Wealth first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • Magnolia Private Wealth's Simplify Short Term Treasury Futures Strategy ETF position peaked at $6.96M in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.