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Principal Securities’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Principal Securities’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 		$2.77M Sell
135,797
-16,614
-11% -$345K 0.03% 432
2026
Q1 		$3.22M Buy
152,411
+22,756
+18% +$492K 0.05% 353
2025
Q4 		$2.84M Buy
129,655
+26,033
+25% +$572K 0.04% 362
2025
Q3 		$2.27M Buy
103,622
+18,688
+22% +$409K 0.04% 412
2025
Q2 		$1.87M Buy
84,934
+57,799
+213% +$1.27M 0.04% 436
2025
Q1 		$576K Hold
27,135
– – 0.01% 721
2024
Q4 		$576K Sell
27,135
-51,345
-65% -$1.11M 0.01% 720
2024
Q3 		$1.8M Buy
78,480
+5,628
+8% +$127K 0.04% 380
2024
Q2 		$1.55M Buy
72,852
+2,335
+3% +$49.7K 0.04% 367
2024
Q1 		$1.54M Buy
70,517
+1,962
+3% +$43.9K 0.05% 337
2023
Q4 		$1.59M Buy
+68,555
New +$1.52M 0.06% 296

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

Principal Securities's TUA Position: Q2 2026 in Review

Principal Securities reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 11% in Q2 2026, selling an estimated $345K and leaving 135,797 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #432.

Principal Securities first reported a position in TUA in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.22M in Q1 2026. 86 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Principal Securities held 135,797 shares of Simplify Short Term Treasury Futures Strategy ETF worth $2.77M as of Q2 2026.
  • Principal Securities sold 16,614 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $345K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #432 holding.
  • Principal Securities first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Simplify Short Term Treasury Futures Strategy ETF position peaked at $3.22M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.