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

Centric 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
Q1 		– Sell
-21,975
Closed -$494K – 173
2023
Q4 		$494K Buy
+21,975
New +$489K 0.16% 93

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AWM
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MERSOM
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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Centric Wealth Management's TUA Position: Q1 2024 in Review

Centric Wealth Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2024, closing a stake of 21,975 shares — an estimated $494K sold.

Centric Wealth Management first reported a position in TUA in Q4 2023 and held it in 1 quarter. The position peaked at $494K in Q4 2023. 80 funds tracked by Wall St. Rank hold TUA as of Q1 2024.

  • Centric Wealth Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Centric Wealth Management sold 21,975 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2024, an estimated $494K.
  • Centric Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Centric Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $494K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2024.

Based on Centric Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.