SPWM
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Straight Path Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Straight Path Wealth Management’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 		$685K Buy
32,447
+1,000
+3% +$21.6K 0.18% 53
2025
Q4 		$689K Buy
31,447
+1,635
+5% +$35.9K 0.19% 53
2025
Q3 		$652K Buy
29,812
+229
+0.8% +$5.01K 0.18% 64
2025
Q2 		$652K Buy
29,583
+1,700
+6% +$37.2K 0.22% 45
2025
Q1 		$613K Buy
27,883
+2,583
+10% +$55.4K 0.25% 40
2024
Q4 		$537K Buy
25,300
+7,575
+43% +$164K 0.21% 41
2024
Q3 		$407K Hold
17,725
– – 0.18% 59
2024
Q2 		$378K Buy
17,725
+4,850
+38% +$103K 0.19% 63
2024
Q1 		$282K Buy
+12,875
New +$288K 0.16% 69

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $6.52B AUM 10.69% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 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 $237M AUM 2.06% 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