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BlackDiamond Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

BlackDiamond Wealth Management’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
-56,608
Closed -$1.2M – 179
2024
Q4 		$1.2M Buy
56,608
+1,392
+3% +$30.2K 0.69% 43
2024
Q3 		$1.18M Buy
+55,216
New +$1.24M 0.71% 42
2024
Q2 		– Sell
-13,707
Closed -$300K – 161
2024
Q1 		$300K Sell
13,707
-19
-0.1% -$426 0.21% 106
2023
Q4 		$309K Sell
13,726
-79,697
-85% -$1.77M 0.23% 96
2023
Q3 		$2.03M Sell
93,423
-3,603
-4% -$80.5K 1.84% 16
2023
Q2 		$2.19M Sell
97,026
-74,184
-43% -$1.82M 1.85% 13
2023
Q1 		$4.38M Buy
+171,210
New +$4.25M 4.49% 3

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

BlackDiamond Wealth Management's TUA Position: Q1 2025 in Review

BlackDiamond Wealth Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2025, closing a stake of 56,608 shares — an estimated $1.2M sold.

BlackDiamond Wealth Management first reported a position in TUA in Q1 2023 and held it in 7 quarters. The position peaked at $4.38M in Q1 2023. 88 funds tracked by Wall St. Rank hold TUA as of Q1 2025.

  • BlackDiamond Wealth Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 56,608 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2025, an estimated $1.2M.
  • BlackDiamond Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2023 and held it in 7 quarters.
  • BlackDiamond Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $4.38M in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2025.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.