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

Park Edge 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
2026
Q2 		$7.25M Sell
354,937
-25,239
-7% -$524K 1.53% 9
2026
Q1 		$8.02M Sell
380,176
-717
-0.2% -$15.5K 1.85% 7
2025
Q4 		$8.34M Sell
380,893
-4,935
-1% -$108K 1.89% 6
2025
Q3 		$8.44M Buy
385,828
+146,756
+61% +$3.21M 1.95% 6
2025
Q2 		$5.27M Sell
239,072
-4,796
-2% -$105K 1.35% 9
2025
Q1 		$5.36M Buy
+243,868
New +$5.23M 1.49% 8

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

Park Edge Advisors's TUA Position: Q2 2026 in Review

Park Edge Advisors reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 6.6% in Q2 2026, selling an estimated $524K and leaving 354,937 shares worth $7.25M. The position accounts for 1.53% of the portfolio, ranked #9.

Park Edge Advisors first reported a position in TUA in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.44M in Q3 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Park Edge Advisors held 354,937 shares of Simplify Short Term Treasury Futures Strategy ETF worth $7.25M as of Q2 2026.
  • Park Edge Advisors sold 25,239 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $524K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 1.53% of Park Edge Advisors's portfolio in Q2 2026, its #9 holding.
  • Park Edge Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • Park Edge Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $8.44M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.