Osaic Holdings
TUA icon

Osaic Holdings’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Osaic Holdings’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 		$339K Buy
16,067
+6,616
+70% +$143K ﹤0.01% 3713
2025
Q4 		$207K Buy
9,451
+3,896
+70% +$85.6K ﹤0.01% 4133
2025
Q3 		$121K Buy
5,555
+2,315
+71% +$50.6K ﹤0.01% 4625
2025
Q2 		$71.4K Buy
+3,240
New +$71K ﹤0.01% 4779
2024
Q4 		– Sell
-1,160
Closed -$26.7K – 7635
2024
Q3 		$26.7K Hold
1,160
– – ﹤0.01% 5188
2024
Q2 		$24.7K Hold
1,160
– – ﹤0.01% 5186
2024
Q1 		$25.4K Sell
1,160
-63,884
-98% -$1.43M ﹤0.01% 5204
2023
Q4 		$1.51M Buy
65,044
+63,084
+3,219% +$1.4M ﹤0.01% 2104
2023
Q3 		$42.8K Sell
1,960
-6,700
-77% -$150K ﹤0.01% 5092
2023
Q2 		$196K Sell
8,660
-16,620
-66% -$408K ﹤0.01% 3902
2023
Q1 		$641K Buy
25,280
+23,337
+1,201% +$580K ﹤0.01% 2875
2022
Q4 		$48K Buy
+1,943
New +$48.7K ﹤0.01% 4972

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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 $342M 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 $277M AUM 6.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Osaic Holdings's TUA Position: Q1 2026 in Review

Osaic Holdings increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 70% in Q1 2026, buying an estimated $143K and bringing the position to 16,067 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

Osaic Holdings first reported a position in TUA in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.51M in Q4 2023. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Osaic Holdings held 16,067 shares of Simplify Short Term Treasury Futures Strategy ETF worth $339K as of Q1 2026.
  • Osaic Holdings bought 6,616 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $143K.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3713 holding.
  • Osaic Holdings first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2022 and has held it in 12 quarters since.
  • Osaic Holdings's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.51M in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.