Proficio Capital Partners’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Proficio Capital Partners’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	-61,713	Closed	-$1.35M	–	271
2025 Q4	$1.35M	Sell	61,713 -163,537	-73%	-$3.59M	0.09%	109
2025 Q3	$4.93M	Buy	+225,250	New	+$4.92M	0.34%	50
2024 Q2	–	Sell	-524,024	Closed	-$11.5M	–	343
2024 Q1	$11.5M	Buy	+524,024	New	+$11.7M	1.26%	17

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Proficio Capital Partners's TUA Position: Q1 2026 in Review

Proficio Capital Partners sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2026, closing a stake of 61,713 shares — an estimated $1.35M sold.

Proficio Capital Partners first reported a position in TUA in Q1 2024 and held it in 3 quarters. The position peaked at $11.5M in Q1 2024. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

Proficio Capital Partners reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
Proficio Capital Partners sold 61,713 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $1.35M.
Proficio Capital Partners first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and held it in 3 quarters.
Proficio Capital Partners's Simplify Short Term Treasury Futures Strategy ETF position peaked at $11.5M in Q1 2024.
82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.