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Almanack Investment Partners’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Almanack Investment Partners’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
2025
Q1 		– Sell
-167,815
Closed -$3.56M – 198
2024
Q4 		$3.56M Buy
167,815
+7,708
+5% +$167K 0.55% 38
2024
Q3 		$3.68M Buy
160,107
+9,023
+6% +$203K 0.58% 37
2024
Q2 		$3.22M Sell
151,084
-81,072
-35% -$1.73M 0.54% 38
2024
Q1 		$5.08M Buy
232,156
+57,473
+33% +$1.29M 0.86% 28
2023
Q4 		$4.04M Buy
+174,683
New +$3.88M 0.75% 29

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Almanack Investment Partners's TUA Position: Q1 2025 in Review

Almanack Investment Partners sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2025, closing a stake of 167,815 shares — an estimated $3.56M sold.

Almanack Investment Partners first reported a position in TUA in Q4 2023 and held it in 5 quarters. The position peaked at $5.08M in Q1 2024. 88 funds tracked by Wall St. Rank hold TUA as of Q1 2025.

  • Almanack Investment Partners reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 167,815 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2025, an estimated $3.56M.
  • Almanack Investment Partners first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 5 quarters.
  • Almanack Investment Partners's Simplify Short Term Treasury Futures Strategy ETF position peaked at $5.08M in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.