AWM
Aprio Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.92M | Sell |
314,134
-587,608
| -65% | -$12.9M | 0.78% | 28 |
|
|
2025
Q1 | $19.8M | Sell |
901,742
-304,252
| -25% | -$6.68M | 2.48% | 8 |
|
|
2024
Q4 | $25.6M | Buy |
1,205,994
+150,852
| +14% | +$3.2M | 3.73% | 5 |
|
|
2024
Q3 | $24.3M | Buy |
1,055,142
+68,746
| +7% | +$1.58M | 3.88% | 5 |
|
|
2024
Q2 | $21M | Buy |
986,396
+129,409
| +15% | +$2.76M | 3.83% | 6 |
|
|
2024
Q1 | $18.7M | Buy |
+856,987
| New | +$18.7M | 3.67% | 7 |
|