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Steward Partners Investment Advisory’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Steward Partners Investment Advisory’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 		$4.45K Buy
+211
New +$4.57K ﹤0.01% 3839

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 $1.05B AUM 16.69% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LPL Financial
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

Steward Partners Investment Advisory's TUA Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2026: 211 shares worth $4.45K. The stake represents ﹤0.01% of the portfolio and ranks #3839 among its holdings.

82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Steward Partners Investment Advisory held 211 shares of Simplify Short Term Treasury Futures Strategy ETF worth $4.45K as of Q1 2026.
  • Simplify Short Term Treasury Futures Strategy ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3839 holding.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.