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TUA icon

NewEdge Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

NewEdge Advisors’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
2025
Q1 		– Sell
-9,914
Closed -$210K – 4107
2024
Q4 		$210K Sell
9,914
-5,775
-37% -$125K ﹤0.01% 2069
2024
Q3 		$361K Buy
15,689
+5,707
+57% +$128K ﹤0.01% 1676
2024
Q2 		$213K Sell
9,982
-19,260
-66% -$410K ﹤0.01% 1891
2024
Q1 		$640K Sell
29,242
-31,456
-52% -$705K 0.01% 1205
2023
Q4 		$1.39M Buy
+60,698
New +$1.35M 0.01% 805
2023
Q3 		– Sell
-349,921
Closed -$7.94M – 3655
2023
Q2 		$7.94M Sell
349,921
-43,098
-11% -$1.06M 0.09% 229
2023
Q1 		$9.97M Buy
393,019
+269,879
+219% +$6.7M 0.12% 177
2022
Q4 		$3.05M Buy
+123,140
New +$3.08M 0.08% 258

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

NewEdge Advisors's TUA Position: Q1 2025 in Review

NewEdge Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2025, closing a stake of 9,914 shares — an estimated $210K sold.

NewEdge Advisors first reported a position in TUA in Q4 2022 and held it in 8 quarters. The position peaked at $9.97M in Q1 2023. 88 funds tracked by Wall St. Rank hold TUA as of Q1 2025.

  • NewEdge Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 9,914 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2025, an estimated $210K.
  • NewEdge Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2022 and held it in 8 quarters.
  • NewEdge Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $9.97M in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.