Q1WB
TUA icon

Quest 10 Wealth Builders’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Quest 10 Wealth Builders’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 		$42.9K Sell
2,099
-5,831
-74% -$121K 0.03% 233
2026
Q1 		$167K Sell
7,930
-54
-0.7% -$1.17K 0.15% 109
2025
Q4 		$175K Buy
7,984
+254
+3% +$5.58K 0.16% 104
2025
Q3 		$169K Buy
7,730
+357
+5% +$7.8K 0.16% 100
2025
Q2 		$162K Buy
7,373
+199
+3% +$4.36K 0.16% 102
2025
Q1 		$158K Buy
7,174
+6,310
+730% +$135K 0.17% 103
2024
Q4 		$18.3K Buy
+864
New +$18.7K 0.02% 311

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 $104B AUM 28.3% 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

Quest 10 Wealth Builders's TUA Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 74% in Q2 2026, selling an estimated $121K and leaving 2,099 shares worth $42.9K. The position accounts for 0.03% of the portfolio, ranked #233.

Quest 10 Wealth Builders first reported a position in TUA in Q4 2024 and has held it in 7 quarters since. The position peaked at $175K in Q4 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Quest 10 Wealth Builders held 2,099 shares of Simplify Short Term Treasury Futures Strategy ETF worth $42.9K as of Q2 2026.
  • Quest 10 Wealth Builders sold 5,831 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $121K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.03% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #233 holding.
  • Quest 10 Wealth Builders first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Simplify Short Term Treasury Futures Strategy ETF position peaked at $175K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.