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

OneDigital Investment 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
Q3 		– Sell
-20,070
Closed -$442K – 1545
2025
Q2 		$442K Buy
+20,070
New +$440K ﹤0.01% 958

Other funds holding TUA

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Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 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
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors's TUA Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 20,070 shares — an estimated $442K sold.

OneDigital Investment Advisors first reported a position in TUA in Q2 2025 and held it in 1 quarter. The position peaked at $442K in Q2 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

  • OneDigital Investment Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 20,070 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $442K.
  • OneDigital Investment Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2025 and held it in 1 quarter.
  • OneDigital Investment Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $442K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.