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

Tounjian Advisory Partners’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 		$1.01M Buy
+49,358
New +$1.02M 0.43% 44
2025
Q3 		– Sell
-17,192
Closed -$378K – 230
2025
Q2 		$378K Sell
17,192
-598
-3% -$13.1K 0.07% 208
2025
Q1 		$391K Buy
+17,790
New +$382K 0.07% 207

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 $871M AUM 12.19% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Tounjian Advisory Partners's TUA Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026: 49,358 shares worth $1.01M. The stake represents 0.43% of the portfolio and ranks #44 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in TUA as recently as Q2 2025.

Tounjian Advisory Partners first reported a position in TUA in Q1 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Tounjian Advisory Partners held 49,358 shares of Simplify Short Term Treasury Futures Strategy ETF worth $1.01M as of Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF was a new Tounjian Advisory Partners position in Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.43% of Tounjian Advisory Partners's portfolio in Q2 2026, its #44 holding.
  • Tounjian Advisory Partners first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.