Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Northwestern Mutual 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 		$6.95K Buy
+340
New +$7.06K ﹤0.01% 3261
2024
Q4 		– Sell
-239
Closed -$5.5K – 3888
2024
Q3 		$5.5K Buy
+239
New +$5.38K ﹤0.01% 2867

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

Northwestern Mutual Wealth Management's TUA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026: 340 shares worth $6.95K. The stake represents ﹤0.01% of the portfolio and ranks #3261 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in TUA as recently as Q3 2024.

Northwestern Mutual Wealth Management first reported a position in TUA in Q3 2024 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Northwestern Mutual Wealth Management held 340 shares of Simplify Short Term Treasury Futures Strategy ETF worth $6.95K as of Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3261 holding.
  • Northwestern Mutual Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2024 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.