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

Professional Financial Management’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
Q2 		$4.21M Buy
206,219
+8,127
+4% +$169K 4.27% 10
2026
Q1 		$4.18M Buy
198,092
+14,197
+8% +$307K 4.35% 8
2025
Q4 		$4.03M Buy
+183,895
New +$4.04M 4.57% 9

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Professional Financial Management's TUA Position: Q2 2026 in Review

Professional Financial Management increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 4.1% in Q2 2026, buying an estimated $169K and bringing the position to 206,219 shares worth $4.21M. The position accounts for 4.27% of the portfolio, ranked #10.

Professional Financial Management first reported a position in TUA in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Professional Financial Management held 206,219 shares of Simplify Short Term Treasury Futures Strategy ETF worth $4.21M as of Q2 2026.
  • Professional Financial Management bought 8,127 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $169K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 4.27% of Professional Financial Management's portfolio in Q2 2026, its #10 holding.
  • Professional Financial Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Professional Financial Management's 13F filing for Q2 2026, filed 15 Jul 2026.