AE Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.5M | Sell |
1,930,417
-73,593
| -4% | -$1.62M | 0.31% | 85 |
|
|
2025
Q1 | $44M | Buy |
2,004,010
+394,652
| +25% | +$8.67M | 0.37% | 67 |
|
|
2024
Q4 | $34.2M | Buy |
1,609,358
+224,576
| +16% | +$4.77M | 0.29% | 83 |
|
|
2024
Q3 | $31.8M | Buy |
1,384,782
+372,893
| +37% | +$8.57M | 0.29% | 87 |
|
|
2024
Q2 | $21.6M | Buy |
1,011,889
+296,792
| +42% | +$6.33M | 0.22% | 114 |
|
|
2024
Q1 | $15.6M | Buy |
715,097
+51,199
| +8% | +$1.12M | 0.18% | 157 |
|
|
2023
Q4 | $15.1M | Buy |
663,898
+64,537
| +11% | +$1.47M | 0.08% | 296 |
|
|
2023
Q3 | $13.1M | Buy |
599,361
+53,760
| +10% | +$1.17M | 0.08% | 314 |
|
|
2023
Q2 | $12.4M | Buy |
+545,601
| New | +$12.4M | 0.07% | 325 |
|