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Pekin Hardy Strauss’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Pekin Hardy Strauss’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 		– Sell
-29,902
Closed -$631K – 536
2026
Q1 		$631K Buy
29,902
+1,773
+6% +$38.4K 0.07% 273
2025
Q4 		$616K Sell
28,129
-4,836
-15% -$106K 0.06% 255
2025
Q3 		$721K Sell
32,965
-98,247
-75% -$2.15M 0.07% 221
2025
Q2 		$2.89M Buy
131,212
+38,995
+42% +$854K 0.33% 77
2025
Q1 		$2.03M Sell
92,217
-16,219
-15% -$348K 0.25% 96
2024
Q4 		$2.3M Sell
108,436
-25,172
-19% -$546K 0.29% 87
2024
Q3 		$3.07M Sell
133,608
-35,691
-21% -$803K 0.39% 74
2024
Q2 		$3.61M Sell
169,299
-11,950
-7% -$255K 0.5% 61
2024
Q1 		$3.96M Buy
181,249
+19,650
+12% +$440K 0.54% 55
2023
Q4 		$3.74M Buy
+161,599
New +$3.59M 0.53% 58

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

Pekin Hardy Strauss's TUA Position: Q2 2026 in Review

Pekin Hardy Strauss sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026, closing a stake of 29,902 shares — an estimated $631K sold.

Pekin Hardy Strauss first reported a position in TUA in Q4 2023 and held it in 10 quarters. The position peaked at $3.96M in Q1 2024. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Pekin Hardy Strauss reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Pekin Hardy Strauss sold 29,902 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $631K.
  • Pekin Hardy Strauss first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 10 quarters.
  • Pekin Hardy Strauss's Simplify Short Term Treasury Futures Strategy ETF position peaked at $3.96M in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.