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TUATUA
13 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF

AE Wealth Management LLC holds 2M shares of TUA (SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF), worth $41.6M as of 2026-Q2. The position was increased (+6.2% shares). TUA represents 0.2% of AE Wealth Management LLC's portfolio.

Current Value

$41.6M

Current Shares

2M

Total Value Change

+$29.2M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+6.2%
$41.6M0.2%$20.37
37
2026-Q1
Increased
1.9M
+2.1%
$40.5M0.2%$20.90
35
2025-Q4
Decreased
1.9M
-5.0%
$41.1M0.2%$21.59
0
2025-Q3
Increased
2M
+2.4%
$43.2M0.3%$21.37
36
2025-Q2
Decreased
1.9M
-3.7%
$42.5M0.3%$21.29
0
2025-Q1
Increased
2M
+24.5%
$44M0.4%$20.98
43
2024-Q4
Increased
1.6M
+16.2%
$34.2M0.3%$20.13
40
2024-Q3
Increased
1.4M
+36.9%
$31.8M0.3%$21.50
45
2024-Q2
Increased
1M
+41.5%
$21.6M0.2%$19.69
45
2024-Q1
Increased
715,097
+7.7%
$15.6M0.2%$19.92
36
2023-Q4
Increased
663,898
+10.8%
$15.1M0.1%$20.88
31
2023-Q3
Increased
599,361
+9.8%
$13.1M0.1%$19.42
31
2023-Q2
New
545,601
-
$12.4M0.1%$19.98
39

Other major holders of TUA: HighTower Advisors, LLC, Private Advisor Group, LLC, LPL Financial LLC

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