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Professional Financial Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Professional Financial Advisors’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
-26,250
Closed -$575K – 148
2025
Q4 		$575K Buy
26,250
+952
+4% +$20.9K 0.12% 83
2025
Q3 		$553K Buy
25,298
+2,840
+13% +$62.1K 0.12% 84
2025
Q2 		$495K Buy
22,458
+1,360
+6% +$29.8K 0.11% 84
2025
Q1 		$464K Buy
21,098
+3,159
+18% +$67.8K 0.12% 82
2024
Q4 		$381K Buy
17,939
+1,344
+8% +$29.1K 0.1% 86
2024
Q3 		$382K Buy
16,595
+1,038
+7% +$23.4K 0.1% 83
2024
Q2 		$332K Buy
15,557
+972
+7% +$20.7K 0.09% 83
2024
Q1 		$319K Buy
+14,585
New +$327K 0.09% 82

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

Professional Financial Advisors's TUA Position: Q1 2026 in Review

Professional Financial Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2026, closing a stake of 26,250 shares — an estimated $575K sold.

Professional Financial Advisors first reported a position in TUA in Q1 2024 and held it in 8 quarters. The position peaked at $575K in Q4 2025. 83 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Professional Financial Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Professional Financial Advisors sold 26,250 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $575K.
  • Professional Financial Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and held it in 8 quarters.
  • Professional Financial Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $575K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Professional Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.