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Beacon Harbor Wealth Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Beacon Harbor Wealth 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
Q2 		– Sell
-16,500
Closed -$361K – 81
2024
Q1 		$361K Buy
+16,500
New +$370K 0.1% 60

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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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 $1.83B AUM 18.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beacon Harbor Wealth Advisors's TUA Position: Q2 2024 in Review

Beacon Harbor Wealth Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2024, closing a stake of 16,500 shares — an estimated $361K sold.

Beacon Harbor Wealth Advisors first reported a position in TUA in Q1 2024 and held it in 1 quarter. The position peaked at $361K in Q1 2024. 76 funds tracked by Wall St. Rank hold TUA as of Q2 2024.

  • Beacon Harbor Wealth Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 16,500 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2024, an estimated $361K.
  • Beacon Harbor Wealth Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $361K in Q1 2024.
  • 76 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.