Welch Group
TUA icon

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

Welch 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
Q3 		$301K Buy
15,793
+2,311
+17% +$46.4K 0.01% 256
2026
Q2 		$275K Buy
13,482
+724
+6% +$15K 0.01% 261
2026
Q1 		$269K Buy
+12,758
New +$276K 0.01% 247

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
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Welch Group's TUA Position: Q3 2026 in Review

Welch Group increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 17% in Q3 2026, buying an estimated $46.4K and bringing the position to 15,793 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #256.

Welch Group first reported a position in TUA in Q1 2026 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold TUA as of Q3 2026.

  • Welch Group held 15,793 shares of Simplify Short Term Treasury Futures Strategy ETF worth $301K as of Q3 2026.
  • Welch Group bought 2,311 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $46.4K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #256 holding.
  • Welch Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2026 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.