WA
TUA icon

WESPAC Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

WESPAC Advisors’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 		– Sell
-42,338
Closed -$927K – 202
2025
Q4 		$927K Sell
42,338
-11,145
-21% -$245K 0.5% 60
2025
Q3 		$1.17M Buy
53,483
+1,204
+2% +$26.3K 0.68% 47
2025
Q2 		$1.15M Buy
+52,279
New +$1.15M 0.81% 39

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
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LPL Financial
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

WESPAC Advisors's TUA Position: Q1 2026 in Review

WESPAC Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2026, closing a stake of 42,338 shares — an estimated $927K sold.

WESPAC Advisors first reported a position in TUA in Q2 2025 and held it in 3 quarters. The position peaked at $1.17M in Q3 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • WESPAC Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • WESPAC Advisors sold 42,338 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $927K.
  • WESPAC Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2025 and held it in 3 quarters.
  • WESPAC Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.17M in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.