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Montgomery Financial Services’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Montgomery Financial Services’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 		$354K Buy
+17,341
New +$360K 0.31% 25

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 $103B AUM 28.65% 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
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
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Montgomery Financial Services's TUA Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026: 17,341 shares worth $354K. The stake represents 0.31% of the portfolio and ranks #25 among its holdings.

85 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Montgomery Financial Services held 17,341 shares of Simplify Short Term Treasury Futures Strategy ETF worth $354K as of Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF was a new Montgomery Financial Services position in Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.31% of Montgomery Financial Services's portfolio in Q2 2026, its #25 holding.
  • 85 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.