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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
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

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Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tounjian Advisory Partners's TUA Position: Q3 2025 in Review

Tounjian Advisory Partners sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 17,192 shares — an estimated $378K sold.

Tounjian Advisory Partners first reported a position in TUA in Q1 2025 and held it in 2 quarters. The position peaked at $391K in Q1 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

  • Tounjian Advisory Partners reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Tounjian Advisory Partners sold 17,192 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $378K.
  • Tounjian Advisory Partners first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and held it in 2 quarters.
  • Tounjian Advisory Partners's Simplify Short Term Treasury Futures Strategy ETF position peaked at $391K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on Tounjian Advisory Partners's 13F filing for Q3 2025, filed 12 Nov 2025.