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Private Trust Company’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Private Trust Company’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 		$17.3K Hold
820
– – ﹤0.01% 1762
2025
Q4 		$18K Hold
820
– – ﹤0.01% 1714
2025
Q3 		$17.9K Sell
820
-108
-12% -$2.36K ﹤0.01% 1688
2025
Q2 		$20.4K Sell
928
-12,744
-93% -$279K ﹤0.01% 1554
2025
Q1 		$300K Buy
+13,672
New +$293K 0.03% 557
2024
Q4 		– Sell
-4,045
Closed -$93K – 2415
2024
Q3 		$93K Buy
+4,045
New +$91K 0.01% 951

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

Private Trust Company's TUA Position: Q1 2026 in Review

Private Trust Company held its Simplify Short Term Treasury Futures Strategy ETF (TUA) position steady in Q1 2026 at 820 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Private Trust Company first reported a position in TUA in Q3 2024 and has held it in 6 quarters since. The position peaked at $300K in Q1 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Private Trust Company held 820 shares of Simplify Short Term Treasury Futures Strategy ETF worth $17.3K as of Q1 2026.
  • Private Trust Company left its Simplify Short Term Treasury Futures Strategy ETF share count unchanged in Q1 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1762 holding.
  • Private Trust Company first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2024 and has held it in 6 quarters since.
  • Private Trust Company's Simplify Short Term Treasury Futures Strategy ETF position peaked at $300K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.