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Private Advisor Group’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Private Advisor 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
2026
Q1 		– Sell
-873,195
Closed -$19.1M – 2848
2025
Q4 		$19.1M Buy
+873,195
New +$19.2M 0.09% 238
2025
Q1 		– Sell
-10,564
Closed -$224K – 2417
2024
Q4 		$224K Sell
10,564
-404,071
-97% -$8.76M ﹤0.01% 2031
2024
Q3 		$9.53M Buy
+414,635
New +$9.33M 0.06% 335
2024
Q1 		– Sell
-23,826
Closed -$552K – 2416
2023
Q4 		$552K Buy
+23,826
New +$530K ﹤0.01% 1400

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 $1.05B AUM 16.69% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $104B AUM 28.3% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Private Advisor Group's TUA Position: Q1 2026 in Review

Private Advisor Group sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2026, closing a stake of 873,195 shares — an estimated $19.1M sold.

Private Advisor Group first reported a position in TUA in Q4 2023 and held it in 4 quarters. The position peaked at $19.1M in Q4 2025. 83 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Private Advisor Group reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Private Advisor Group sold 873,195 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $19.1M.
  • Private Advisor Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 4 quarters.
  • Private Advisor Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $19.1M in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.