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

UBS Group’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	-9,995	Closed	-$220K	–	10944
2025 Q2	$220K	Buy	+9,995	New	+$219K	﹤0.01%	6656
2024 Q4	–	Sell	-8,206	Closed	-$189K	–	10393
2024 Q3	$189K	Buy	+8,206	New	+$185K	﹤0.01%	5918
2024 Q2	–	Sell	-394	Closed	-$8.62K	–	10102
2024 Q1	$8.62K	Buy	+394	New	+$8.83K	﹤0.01%	7320
2023 Q4	–	Sell	-125	Closed	-$2.73K	–	9899
2023 Q3	$2.73K	Buy	+125	New	+$2.79K	﹤0.01%	7656
2023 Q1	–	Sell	-1,078	Closed	-$26.7K	–	10388
2022 Q4	$26.7K	Buy	+1,078	New	+$27K	﹤0.01%	7358

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

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's TUA Position: Q3 2025 in Review

UBS Group sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 9,995 shares — an estimated $220K sold.

UBS Group first reported a position in TUA in Q4 2022 and held it in 5 quarters. The position peaked at $220K in Q2 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

UBS Group reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
UBS Group sold 9,995 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $220K.
UBS Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2022 and held it in 5 quarters.
UBS Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $220K in Q2 2025.
82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.