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Mid-American Wealth Advisory Group’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Mid-American Wealth Advisory Group’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 		$30.7M Buy
1,505,044
+365,601
+32% +$7.59M 11.11% 2
2026
Q1 		$25M Hold
1,139,443
– – 10.54% 2
2025
Q4 		$25M Buy
1,139,443
+40,653
+4% +$893K 10.54% 2
2025
Q3 		$24M Buy
1,098,790
+54,268
+5% +$1.19M 10.73% 2
2025
Q2 		$23M Buy
1,044,522
+65,478
+7% +$1.43M 10.95% 2
2025
Q1 		$21.5M Buy
979,044
+288,480
+42% +$6.19M 11.54% 2
2024
Q4 		$14.7M Buy
690,564
+280,744
+69% +$6.09M 8.62% 3
2024
Q3 		$9.42M Buy
409,820
+164,330
+67% +$3.7M 5.92% 5
2024
Q2 		$5.23M Buy
245,490
+90,578
+58% +$1.93M 3.34% 7
2024
Q1 		$3.39M Buy
+154,912
New +$3.47M 2.29% 15

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Mid-American Wealth Advisory Group's TUA Position: Q2 2026 in Review

Mid-American Wealth Advisory Group increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 32% in Q2 2026, buying an estimated $7.59M and bringing the position to 1,505,044 shares worth $30.7M. The position accounts for 11.11% of the portfolio, ranked #2.

Mid-American Wealth Advisory Group first reported a position in TUA in Q1 2024 and has held it in 10 quarters since. 15 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Mid-American Wealth Advisory Group held 1,505,044 shares of Simplify Short Term Treasury Futures Strategy ETF worth $30.7M as of Q2 2026.
  • Mid-American Wealth Advisory Group bought 365,601 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $7.59M.
  • Simplify Short Term Treasury Futures Strategy ETF made up 11.11% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #2 holding.
  • Mid-American Wealth Advisory Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and has held it in 10 quarters since.
  • 15 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.