Simplex Trading
TUA icon

Simplex Trading’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Simplex Trading’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 		$62.1K Sell
3,038
-3,003
-50% -$62.3K ﹤0.01% 6074
2026
Q1 		$127K Buy
+6,041
New +$131K ﹤0.01% 4803
2025
Q4 		– Sell
-8,697
Closed -$190K – 10122
2025
Q3 		$190K Sell
8,697
-5,323
-38% -$116K ﹤0.01% 4996
2025
Q2 		$308K Buy
14,020
+7,967
+132% +$175K ﹤0.01% 4037
2025
Q1 		$132K Buy
6,053
+4,669
+337% +$100K ﹤0.01% 4768
2024
Q4 		$29K Sell
1,384
-5,318
-79% -$115K ﹤0.01% 6399
2024
Q3 		$154K Sell
6,702
-21,083
-76% -$474K ﹤0.01% 4786
2024
Q2 		$592K Buy
27,785
+18,188
+190% +$387K ﹤0.01% 3477
2024
Q1 		$209K Sell
9,597
-40,904
-81% -$916K ﹤0.01% 4801
2023
Q4 		$1.17M Buy
50,501
+50,345
+32,272% +$1.12M ﹤0.01% 2862
2023
Q3 		$3K Buy
+156
New +$3.49K ﹤0.01% 7965

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

Simplex Trading's TUA Position: Q2 2026 in Review

Simplex Trading reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 50% in Q2 2026, selling an estimated $62.3K and leaving 3,038 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6074.

Simplex Trading first reported a position in TUA in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2023. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Simplex Trading held 3,038 shares of Simplify Short Term Treasury Futures Strategy ETF worth $62.1K as of Q2 2026.
  • Simplex Trading sold 3,003 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $62.3K.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6074 holding.
  • Simplex Trading first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2023 and has held it in 11 quarters since.
  • Simplex Trading's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.17M in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.