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

MGO 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 		$447K Hold
22,004
– – 2.16% 11
2026
Q1 		$464K Buy
+22,004
New +$476K 2.49% 12

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

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

MGO Private Wealth held its Simplify Short Term Treasury Futures Strategy ETF (TUA) position steady in Q2 2026 at 22,004 shares worth $447K. The position accounts for 2.16% of the portfolio, ranked #11.

MGO Private Wealth first reported a position in TUA in Q1 2026 and has held it in 2 quarters since. The position peaked at $464K in Q1 2026. 86 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • MGO Private Wealth held 22,004 shares of Simplify Short Term Treasury Futures Strategy ETF worth $447K as of Q2 2026.
  • MGO Private Wealth left its Simplify Short Term Treasury Futures Strategy ETF share count unchanged in Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up 2.16% of MGO Private Wealth's portfolio in Q2 2026, its #11 holding.
  • MGO Private Wealth first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • MGO Private Wealth's Simplify Short Term Treasury Futures Strategy ETF position peaked at $464K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.