SF
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Summit Financial’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Summit Financial’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 		– Sell
-53,836
Closed -$1.18M – 1465
2025
Q4 		$1.18M Sell
53,836
-12,713
-19% -$279K 0.02% 610
2025
Q3 		$1.46M Buy
+66,549
New +$1.45M 0.02% 553

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 $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 $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

Summit Financial's TUA Position: Q1 2026 in Review

Summit Financial sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2026, closing a stake of 53,836 shares — an estimated $1.18M sold.

Summit Financial first reported a position in TUA in Q3 2025 and held it in 2 quarters. The position peaked at $1.46M in Q3 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Summit Financial reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 53,836 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $1.18M.
  • Summit Financial first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Summit Financial's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.46M in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.