Wells Fargo’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Wells Fargo’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 Q1	$23	Sell	1 -1	-50%	-$22	﹤0.01%	6769
2025 Q4	$40	Buy	2 +1	+100%	+$22	﹤0.01%	6573
2025 Q3	$12	Hold	1	–	–	﹤0.01%	6815
2025 Q2	$27	Sell	1 -311	-100%	-$6.81K	﹤0.01%	6719
2025 Q1	$6.86K	Buy	312 +311	+31,100%	+$6.67K	﹤0.01%	5971
2024 Q4	$15	Hold	1	–	–	﹤0.01%	6760
2024 Q3	$17	Sell	1 -49,344	-100%	-$1.11M	﹤0.01%	6592
2024 Q2	$1.05M	Buy	49,345 +4,733	+11%	+$101K	﹤0.01%	3457
2024 Q1	$976K	Sell	44,612 -1,423	-3%	-$31.9K	﹤0.01%	3476
2023 Q4	$1.07M	Buy	+46,035	New	+$1.02M	﹤0.01%	3397

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 $947M AUM 13.91% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wells Fargo's TUA Position: Q1 2026 in Review

Wells Fargo reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 50% in Q1 2026, selling an estimated $22 and leaving 1 share worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #6769.

Wells Fargo first reported a position in TUA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2023. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

Wells Fargo held 1 share of Simplify Short Term Treasury Futures Strategy ETF worth $23 as of Q1 2026.
Wells Fargo sold 1 Simplify Short Term Treasury Futures Strategy ETF share in Q1 2026, an estimated $22.
Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6769 holding.
Wells Fargo first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and has held it in 10 quarters since.
Wells Fargo's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.07M in Q4 2023.
82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.