True Wealth Design
TUA icon

True Wealth Design’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

True Wealth Design’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
Q3 		$25.7M Buy
+1,352,087
New +$27.1M 6.05% 6
2023
Q1 		– Sell
-2,000
Closed -$49.6K – 892
2022
Q4 		$49.6K Buy
+2,000
New +$50.1K 0.02% 147

Other funds holding TUA

Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Professional Financial Management
Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

True Wealth Design's TUA Position: Q3 2026 in Review

True Wealth Design opened a new position in Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2026: 1,352,087 shares worth $25.7M. The stake represents 6.05% of the portfolio and ranks #6 among its holdings. This is a return to the name: True Wealth Design previously reported a position in TUA as recently as Q4 2022.

True Wealth Design first reported a position in TUA in Q4 2022 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold TUA as of Q3 2026.

  • True Wealth Design held 1,352,087 shares of Simplify Short Term Treasury Futures Strategy ETF worth $25.7M as of Q3 2026.
  • Simplify Short Term Treasury Futures Strategy ETF was a new True Wealth Design position in Q3 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up 6.05% of True Wealth Design's portfolio in Q3 2026, its #6 holding.
  • True Wealth Design first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2022 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.