Straight Path Wealth Management
TUA icon

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
Q3 		$583K Sell
30,597
-1,100
-3% -$22.1K 0.13% 73
2026
Q2 		$647K Sell
31,697
-750
-2% -$15.6K 0.15% 61
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

Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Professional Financial Management
Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Straight Path Wealth Management's TUA Position: Q3 2026 in Review

Straight Path Wealth Management reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 3.5% in Q3 2026, selling an estimated $22.1K and leaving 30,597 shares worth $583K. The position accounts for 0.13% of the portfolio, ranked #73.

Straight Path Wealth Management first reported a position in TUA in Q1 2024 and has held it in 11 quarters since. The position peaked at $689K in Q4 2025. 28 funds tracked by Wall St. Rank hold TUA as of Q3 2026.

  • Straight Path Wealth Management held 30,597 shares of Simplify Short Term Treasury Futures Strategy ETF worth $583K as of Q3 2026.
  • Straight Path Wealth Management sold 1,100 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $22.1K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.13% of Straight Path Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Straight Path Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and has held it in 11 quarters since.
  • Straight Path Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $689K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.