Morgan Stanley
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Morgan Stanley’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Morgan Stanley’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 		$11K Buy
536
+185
+53% +$3.84K ﹤0.01% 7019
2026
Q1 		$7.43K Sell
351
-2
-0.6% -$43 ﹤0.01% 7033
2025
Q4 		$7.73K Sell
353
-550
-61% -$12.1K ﹤0.01% 6950
2025
Q3 		$19.8K Buy
903
+43
+5% +$940 ﹤0.01% 6692
2025
Q2 		$18.9K Buy
860
+2
+0.2% +$44 ﹤0.01% 6663
2025
Q1 		$18.9K Sell
858
-3
-0.3% -$64 ﹤0.01% 6593
2024
Q4 		$18.3K Sell
861
-228
-21% -$4.95K ﹤0.01% 6597
2024
Q3 		$25K Sell
1,089
-564
-34% -$12.7K ﹤0.01% 6434
2024
Q2 		$35.3K Sell
1,653
-200
-11% -$4.26K ﹤0.01% 6277
2024
Q1 		$40.5K Sell
1,853
-3,576
-66% -$80.1K ﹤0.01% 6296
2023
Q4 		$126K Buy
5,429
+2,106
+63% +$46.8K ﹤0.01% 5862
2023
Q3 		$72.6K Buy
3,323
+1,608
+94% +$35.9K ﹤0.01% 6014
2023
Q2 		$38.9K Buy
+1,715
New +$42.1K ﹤0.01% 6316

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

Morgan Stanley's TUA Position: Q2 2026 in Review

Morgan Stanley increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 53% in Q2 2026, buying an estimated $3.84K and bringing the position to 536 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #7019.

Morgan Stanley first reported a position in TUA in Q2 2023 and has held it in 13 quarters since. The position peaked at $126K in Q4 2023. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Morgan Stanley held 536 shares of Simplify Short Term Treasury Futures Strategy ETF worth $11K as of Q2 2026.
  • Morgan Stanley bought 185 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $3.84K.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7019 holding.
  • Morgan Stanley first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and has held it in 13 quarters since.
  • Morgan Stanley's Simplify Short Term Treasury Futures Strategy ETF position peaked at $126K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.