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 Q2	$364K	Sell	17,838 -16,155	-48%	-$335K	0.08%	179
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

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 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

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

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

SMART Wealth's TUA Position: Q2 2026 in Review

SMART Wealth reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 48% in Q2 2026, selling an estimated $335K and leaving 17,838 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #179.

SMART Wealth first reported a position in TUA in Q3 2024 and has held it in 8 quarters since. The position peaked at $762K in Q3 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

SMART Wealth held 17,838 shares of Simplify Short Term Treasury Futures Strategy ETF worth $364K as of Q2 2026.
SMART Wealth sold 16,155 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $335K.
Simplify Short Term Treasury Futures Strategy ETF made up 0.08% of SMART Wealth's portfolio in Q2 2026, its #179 holding.
SMART Wealth first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2024 and has held it in 8 quarters since.
SMART Wealth's Simplify Short Term Treasury Futures Strategy ETF position peaked at $762K in Q3 2025.
87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.