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Cetera Advisor Networks’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Cetera Advisor Networks’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 		$300K Sell
13,703
-1,372
-9% -$30.7K ﹤0.01% 2293
2023
Q4 		$349K Buy
+15,075
New +$335K ﹤0.01% 2135

Other funds holding TUA

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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 $2.79B AUM 27.93% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Cetera Advisor Networks's TUA Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 9.1% in Q1 2024, selling an estimated $30.7K and leaving 13,703 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Cetera Advisor Networks first reported a position in TUA in Q4 2023 and has held it in 2 quarters since. The position peaked at $349K in Q4 2023. 80 funds tracked by Wall St. Rank hold TUA as of Q1 2024.

  • Cetera Advisor Networks held 13,703 shares of Simplify Short Term Treasury Futures Strategy ETF worth $300K as of Q1 2024.
  • Cetera Advisor Networks sold 1,372 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2024, an estimated $30.7K.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2293 holding.
  • Cetera Advisor Networks first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and has held it in 2 quarters since.
  • Cetera Advisor Networks's Simplify Short Term Treasury Futures Strategy ETF position peaked at $349K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.