PFA
TUA icon

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 $6.49B AUM 10.69% 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 $338M 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 $237M AUM 2.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return