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

AlphaQ 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
2024
Q3 		– Sell
-10,905
Closed -$232K – 41
2024
Q2 		$232K Sell
10,905
-2,230
-17% -$47.5K 0.68% 29
2024
Q1 		$287K Buy
+13,135
New +$294K 0.17% 128
2023
Q4 		– Sell
-16,130
Closed -$352K – 194
2023
Q3 		$352K Buy
+16,130
New +$361K 0.31% 95

Other funds holding TUA

HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlphaQ Advisors's TUA Position: Q3 2024 in Review

AlphaQ Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 10,905 shares — an estimated $232K sold.

AlphaQ Advisors first reported a position in TUA in Q3 2023 and held it in 3 quarters. The position peaked at $352K in Q3 2023. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

  • AlphaQ Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • AlphaQ Advisors sold 10,905 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $232K.
  • AlphaQ Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2023 and held it in 3 quarters.
  • AlphaQ Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $352K in Q3 2023.
  • 70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on AlphaQ Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.