UBS Group
TUA icon

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
2026
Q2 		$1.98K Buy
+97
New +$2.01K ﹤0.01% 9430
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

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 $839M AUM 18.63% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

UBS Group's TUA Position: Q2 2026 in Review

UBS Group opened a new position in Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026: 97 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #9430 among its holdings. This is a return to the name: UBS Group previously reported a position in TUA as recently as Q2 2025.

UBS Group first reported a position in TUA in Q4 2022 and has held it in 6 quarters since. The position peaked at $220K in Q2 2025. 86 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • UBS Group held 97 shares of Simplify Short Term Treasury Futures Strategy ETF worth $1.98K as of Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF was a new UBS Group position in Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9430 holding.
  • UBS Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2022 and has held it in 6 quarters since.
  • UBS Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $220K in Q2 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.