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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
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
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

Principal Securities's TUA Position: Q1 2026 in Review

Principal Securities increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 18% in Q1 2026, buying an estimated $492K and bringing the position to 152,411 shares worth $3.22M. The position accounts for 0.05% of the portfolio, ranked #353.

Principal Securities first reported a position in TUA in Q4 2023 and has held it in 10 quarters since. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Principal Securities held 152,411 shares of Simplify Short Term Treasury Futures Strategy ETF worth $3.22M as of Q1 2026.
  • Principal Securities bought 22,756 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $492K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.05% of Principal Securities's portfolio in Q1 2026, its #353 holding.
  • Principal Securities first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and has held it in 10 quarters since.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.