Private Client Services’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Private Client Services’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 Q3	$2.54M	Buy	133,354 +896	+0.7%	+$18K	0.68%	35
2026 Q2	$2.71M	Sell	132,458 -66,654	-33%	-$1.38M	0.71%	33
2026 Q1	$4.2M	Sell	199,112 -9,082	-4%	-$196K	1.26%	16
2025 Q4	$4.56M	Buy	208,194 +10,679	+5%	+$235K	1.43%	17
2025 Q3	$4.32M	Buy	197,515 +183,461	+1,305%	+$4.01M	1.45%	16
2025 Q2	$310K	Sell	14,054 -1,088	-7%	-$23.8K	0.12%	148
2025 Q1	$333K	Sell	15,142 -168,523	-92%	-$3.62M	0.16%	123
2024 Q4	$3.9M	Buy	183,665 +9,394	+5%	+$204K	2.09%	6
2024 Q3	$4.01M	Buy	+174,271	New	+$3.92M	2.15%	9

Other funds holding TUA

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Client Services's TUA Position: Q3 2026 in Review

Private Client Services increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 0.68% in Q3 2026, buying an estimated $18K and bringing the position to 133,354 shares worth $2.54M. The position accounts for 0.68% of the portfolio, ranked #35.

Private Client Services first reported a position in TUA in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.56M in Q4 2025. 3 funds tracked by Wall St. Rank hold TUA as of Q3 2026.

Private Client Services held 133,354 shares of Simplify Short Term Treasury Futures Strategy ETF worth $2.54M as of Q3 2026.
Private Client Services bought 896 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $18K.
Simplify Short Term Treasury Futures Strategy ETF made up 0.68% of Private Client Services's portfolio in Q3 2026, its #35 holding.
Private Client Services first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2024 and has held it in 9 quarters since.
Private Client Services's Simplify Short Term Treasury Futures Strategy ETF position peaked at $4.56M in Q4 2025.
3 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.