PSFG
TUA icon

Park Square Financial Group’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Park Square Financial Group’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
-4,650
Closed -$102K – 896
2025
Q2 		$102K Buy
4,650
+738
+19% +$16.2K 0.07% 196
2025
Q1 		$85.9K Buy
3,912
+2,408
+160% +$51.7K 0.07% 195
2024
Q4 		$31.9K Buy
+1,504
New +$32.6K 0.02% 344

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
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 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 $935M AUM 27.19% 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

Park Square Financial Group's TUA Position: Q3 2025 in Review

Park Square Financial Group sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 4,650 shares — an estimated $102K sold.

Park Square Financial Group first reported a position in TUA in Q4 2024 and held it in 3 quarters. The position peaked at $102K in Q2 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

  • Park Square Financial Group reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 4,650 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $102K.
  • Park Square Financial Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $102K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.