Morgan Stanley
TUA icon

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
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
-9,005
-83% -$202K ﹤0.01% 6296
2023
Q4 		$251K Buy
10,858
+7,535
+227% +$168K ﹤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 $6.49B AUM 10.69% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return