Bank of America
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Bank of America’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Bank of America’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
-8,571
Closed -$183K – 8417
2024
Q2 		$183K Sell
8,571
-96
-1% -$2.04K ﹤0.01% 5932
2024
Q1 		$190K Sell
8,667
-86
-1% -$1.93K ﹤0.01% 5910
2023
Q4 		$203K Buy
8,753
+8,158
+1,371% +$181K ﹤0.01% 6060
2023
Q3 		$13K Buy
+595
New +$13.3K ﹤0.01% 6801

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 $18.5B AUM 19.51% 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

Bank of America's TUA Position: Q3 2024 in Review

Bank of America sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 8,571 shares — an estimated $183K sold.

Bank of America first reported a position in TUA in Q3 2023 and held it in 4 quarters. The position peaked at $203K in Q4 2023. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

  • Bank of America reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of America sold 8,571 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $183K.
  • Bank of America first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2023 and held it in 4 quarters.
  • Bank of America's Simplify Short Term Treasury Futures Strategy ETF position peaked at $203K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on Bank of America's 13F filing for Q3 2024, filed 14 Nov 2024.