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Southern Farm Bureau Life Insurance’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Southern Farm Bureau Life Insurance’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 		$60.7M Hold
2,967,492
– – 5.8% 8
2026
Q1 		$62.6M Hold
2,967,492
– – 6.6% 7
2025
Q4 		$65M Hold
2,967,492
– – 6.71% 6
2025
Q3 		$65M Hold
2,967,492
– – 7.66% 5
2025
Q2 		$65.3M Hold
2,967,492
– – 8.35% 5
2025
Q1 		$65M Hold
2,967,492
– – 9.55% 4
2024
Q4 		$63M Buy
+2,967,492
New +$64.4M 8.95% 4
2024
Q3 		– Sell
-437,050
Closed -$9.32M – 17
2024
Q2 		$9.32M Hold
437,050
– – 1.53% 14
2024
Q1 		$9.56M Buy
+437,050
New +$9.79M 1.58% 13

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Southern Farm Bureau Life Insurance's TUA Position: Q2 2026 in Review

Southern Farm Bureau Life Insurance held its Simplify Short Term Treasury Futures Strategy ETF (TUA) position steady in Q2 2026 at 2,967,492 shares worth $60.7M. The position accounts for 5.8% of the portfolio, ranked #8.

Southern Farm Bureau Life Insurance first reported a position in TUA in Q1 2024 and has held it in 9 quarters since. The position peaked at $65.3M in Q2 2025. 51 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Southern Farm Bureau Life Insurance held 2,967,492 shares of Simplify Short Term Treasury Futures Strategy ETF worth $60.7M as of Q2 2026.
  • Southern Farm Bureau Life Insurance left its Simplify Short Term Treasury Futures Strategy ETF share count unchanged in Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up 5.8% of Southern Farm Bureau Life Insurance's portfolio in Q2 2026, its #8 holding.
  • Southern Farm Bureau Life Insurance first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and has held it in 9 quarters since.
  • Southern Farm Bureau Life Insurance's Simplify Short Term Treasury Futures Strategy ETF position peaked at $65.3M in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q2 2026, filed 29 Jul 2026.