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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
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

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Welch Group's TUA Position: Q2 2026 in Review

Welch Group increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 5.7% in Q2 2026, buying an estimated $15K and bringing the position to 13,482 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #261.

Welch Group first reported a position in TUA in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Welch Group held 13,482 shares of Simplify Short Term Treasury Futures Strategy ETF worth $275K as of Q2 2026.
  • Welch Group bought 724 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $15K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #261 holding.
  • Welch Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.