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 Q3	$40K	Buy	2,102 +3	+0.1%	+$60	0.03%	271
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

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Dakota Wealth Management Palm Beach Gardens, Florida $5.38B AUM 27.63% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Quest 10 Wealth Builders's TUA Position: Q3 2026 in Review

Quest 10 Wealth Builders increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 0.14% in Q3 2026, buying an estimated $60 and bringing the position to 2,102 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #271.

Quest 10 Wealth Builders first reported a position in TUA in Q4 2024 and has held it in 8 quarters since. The position peaked at $175K in Q4 2025. 64 funds tracked by Wall St. Rank hold TUA as of Q3 2026.

Quest 10 Wealth Builders held 2,102 shares of Simplify Short Term Treasury Futures Strategy ETF worth $40K as of Q3 2026.
Quest 10 Wealth Builders bought 3 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $60.
Simplify Short Term Treasury Futures Strategy ETF made up 0.03% of Quest 10 Wealth Builders's portfolio in Q3 2026, its #271 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 8 quarters since.
Quest 10 Wealth Builders's Simplify Short Term Treasury Futures Strategy ETF position peaked at $175K in Q4 2025.
64 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.