CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Carlton Hofferkamp & Jenks 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
2024
Q4 		– Sell
-14,100
Closed -$306K – 139
2024
Q3 		$306K Buy
14,100
+238
+2% +$5.36K 0.12% 117
2024
Q2 		$304K Buy
13,862
+195
+1% +$4.15K 0.12% 113
2024
Q1 		$287K Buy
13,667
+133
+1% +$2.98K 0.12% 109
2023
Q4 		$308K Buy
+13,534
New +$301K 0.13% 109

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's TUA Position: Q4 2024 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q4 2024, closing a stake of 14,100 shares — an estimated $306K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in TUA in Q4 2023 and held it in 4 quarters. The position peaked at $308K in Q4 2023. 82 funds tracked by Wall St. Rank hold TUA as of Q4 2024.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 14,100 Simplify Short Term Treasury Futures Strategy ETF shares in Q4 2024, an estimated $306K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 4 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $308K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q4 2024.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.