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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
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

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

Straight Path Wealth Management's TUA Position: Q2 2026 in Review

Straight Path Wealth Management reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 2.3% in Q2 2026, selling an estimated $15.6K and leaving 31,697 shares worth $647K. The position accounts for 0.15% of the portfolio, ranked #61.

Straight Path Wealth Management first reported a position in TUA in Q1 2024 and has held it in 10 quarters since. The position peaked at $689K in Q4 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Straight Path Wealth Management held 31,697 shares of Simplify Short Term Treasury Futures Strategy ETF worth $647K as of Q2 2026.
  • Straight Path Wealth Management sold 750 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $15.6K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.15% of Straight Path Wealth Management's portfolio in Q2 2026, its #61 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 10 quarters since.
  • Straight Path Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $689K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.