MWM
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Mosley Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Mosley Wealth Management’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 		$8.05K Buy
394
+301
+324% +$6.25K ﹤0.01% 401
2026
Q1 		$2.03K Buy
+93
New +$2.01K ﹤0.01% 388

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
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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Mosley Wealth Management's TUA Position: Q2 2026 in Review

Mosley Wealth Management increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 324% in Q2 2026, buying an estimated $6.25K and bringing the position to 394 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Mosley Wealth Management first reported a position in TUA in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Mosley Wealth Management held 394 shares of Simplify Short Term Treasury Futures Strategy ETF worth $8.05K as of Q2 2026.
  • Mosley Wealth Management bought 301 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $6.25K.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #401 holding.
  • Mosley Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.