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TUATUA
Showing 7 of 14 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. Osaic holds 12,734 shares of TUA (Simplify Exchange Traded Fun), worth $260,173, as of its Q2 2026 13F filing. It reduced the position by 3,333 shares (-20.7%) from Q1 2026. Osaic has held TUA since Q2 2025, across 5 quarterly 13F filings.

Current Value

$260,173

Current Shares

12,734

Total Value Change

+$233,506

Total Shares Change

+11,574

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
12,734
-20.7%
$260,1730.0%$20.22
0
2026-Q1
Increased
16,067
+70.0%
$339,0360.0%$20.74
35
2025-Q4
Increased
9,451
+70.1%
$206,9870.0%$21.43
34
2025-Q3
Increased
5,555
+71.5%
$121,2930.0%$21.21
33
2025-Q2
New
3,240
-
$71,3750.0%$21.13
29
2024-Q4
Exited
0
-100.0%
$00.0%$19.97
0
2024-Q3
Unchanged
1,160
0.0%
$26,6670.0%$21.34
0

Other major holders of TUA: AE Wealth Management LLC

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