Raymond James Financial
TUA icon

Raymond James Financial’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-228
Closed -$5.02K – 6653
2025
Q2 		$5.02K Buy
+228
New +$5K ﹤0.01% 6165

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial's TUA Position: Q3 2025 in Review

Raymond James Financial sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 228 shares — an estimated $5.02K sold.

Raymond James Financial first reported a position in TUA in Q2 2025 and held it in 1 quarter. The position peaked at $5.02K in Q2 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

  • Raymond James Financial reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 228 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $5.02K.
  • Raymond James Financial first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Simplify Short Term Treasury Futures Strategy ETF position peaked at $5.02K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.