SMART Wealth’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

SMART Wealth’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 Q1	$717K	Buy	33,993 +410	+1%	+$8.87K	0.21%	116
2025 Q4	$736K	Sell	33,583 -1,246	-4%	-$27.4K	0.22%	95
2025 Q3	$762K	Buy	34,829 +7,686	+28%	+$168K	0.29%	79
2025 Q2	$598K	Sell	27,143 -370	-1%	-$8.11K	0.19%	97
2025 Q1	$604K	Buy	27,513 +9,377	+52%	+$201K	0.22%	93
2024 Q4	$385K	Buy	18,136 +2,443	+16%	+$53K	0.14%	113
2024 Q3	$361K	Buy	+15,693	New	+$353K	0.14%	105

Other funds holding TUA

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

SMART Wealth's TUA Position: Q1 2026 in Review

SMART Wealth increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 1.2% in Q1 2026, buying an estimated $8.87K and bringing the position to 33,993 shares worth $717K. The position accounts for 0.21% of the portfolio, ranked #116.

SMART Wealth first reported a position in TUA in Q3 2024 and has held it in 7 quarters since. The position peaked at $762K in Q3 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

SMART Wealth held 33,993 shares of Simplify Short Term Treasury Futures Strategy ETF worth $717K as of Q1 2026.
SMART Wealth bought 410 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $8.87K.
Simplify Short Term Treasury Futures Strategy ETF made up 0.21% of SMART Wealth's portfolio in Q1 2026, its #116 holding.
SMART Wealth first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2024 and has held it in 7 quarters since.
SMART Wealth's Simplify Short Term Treasury Futures Strategy ETF position peaked at $762K in Q3 2025.
82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.