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Bluefin Capital Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Bluefin Capital 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
2024
Q2 		– Sell
-50,000
Closed -$1.09M – 156
2024
Q1 		$1.09M Hold
50,000
– – 0.17% 45
2023
Q4 		$1.15M Buy
+50,000
New +$1.11M 0.1% 46

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

Bluefin Capital Management's TUA Position: Q2 2024 in Review

Bluefin Capital Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2024, closing a stake of 50,000 shares — an estimated $1.09M sold.

Bluefin Capital Management first reported a position in TUA in Q4 2023 and held it in 2 quarters. The position peaked at $1.15M in Q4 2023. 76 funds tracked by Wall St. Rank hold TUA as of Q2 2024.

  • Bluefin Capital Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Bluefin Capital Management sold 50,000 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2024, an estimated $1.09M.
  • Bluefin Capital Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Bluefin Capital Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.15M in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2024.

Based on Bluefin Capital Management's 13F filing for Q2 2024, filed 10 Sep 2024.