T
TUA icon

Transce3nd’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Transce3nd’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
-5,484
Closed -$121K – 1076
2025
Q2 		$121K Sell
5,484
-137
-2% -$3K 0.05% 189
2025
Q1 		$123K Buy
5,621
+1,450
+35% +$31.1K 0.06% 181
2024
Q4 		$88.5K Buy
+4,171
New +$90.5K 0.03% 278

Other funds holding TUA

SFBLI
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

Transce3nd's TUA Position: Q3 2025 in Review

Transce3nd sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 5,484 shares — an estimated $121K sold.

Transce3nd first reported a position in TUA in Q4 2024 and held it in 3 quarters. The position peaked at $123K in Q1 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

  • Transce3nd reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 5,484 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $121K.
  • Transce3nd first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's Simplify Short Term Treasury Futures Strategy ETF position peaked at $123K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.