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Richard W. Paul & Associates’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Richard W. Paul & Associates’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
Q4 		– Sell
-263
Closed -$5.75K – 322
2025
Q3 		$5.75K Buy
263
+30
+13% +$656 ﹤0.01% 243
2025
Q2 		$5.13K Sell
233
-11
-5% -$241 ﹤0.01% 267
2025
Q1 		$5.36K Buy
244
+64
+36% +$1.37K ﹤0.01% 260
2024
Q4 		$3.81K Buy
180
+21
+13% +$455 ﹤0.01% 370
2024
Q3 		$3.67K Buy
159
+2
+1% +$45 ﹤0.01% 373
2024
Q2 		$3.36K Buy
157
+44
+39% +$937 ﹤0.01% 372
2024
Q1 		$2.48K Buy
113
+67
+146% +$1.5K ﹤0.01% 417
2023
Q4 		$1.06K Buy
46
+11
+31% +$245 ﹤0.01% 451
2023
Q3 		$764 Buy
35
+28
+400% +$626 ﹤0.01% 457
2023
Q2 		$160 Buy
+7
New +$172 ﹤0.01% 521

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Richard W. Paul & Associates's TUA Position: Q4 2025 in Review

Richard W. Paul & Associates sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q4 2025, closing a stake of 263 shares — an estimated $5.75K sold.

Richard W. Paul & Associates first reported a position in TUA in Q2 2023 and held it in 10 quarters. The position peaked at $5.75K in Q3 2025. 88 funds tracked by Wall St. Rank hold TUA as of Q4 2025.

  • Richard W. Paul & Associates reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 263 Simplify Short Term Treasury Futures Strategy ETF shares in Q4 2025, an estimated $5.75K.
  • Richard W. Paul & Associates first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and held it in 10 quarters.
  • Richard W. Paul & Associates's Simplify Short Term Treasury Futures Strategy ETF position peaked at $5.75K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q4 2025.

Based on Richard W. Paul & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.