Cetera Investment Advisers
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Cetera Investment Advisers’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Cetera Investment Advisers’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
Q3 		– Sell
-29,819
Closed -$636K – 3909
2024
Q2 		$636K Buy
29,819
+1,980
+7% +$42.2K ﹤0.01% 2412
2024
Q1 		$609K Buy
+27,839
New +$624K ﹤0.01% 2456

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
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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers's TUA Position: Q3 2024 in Review

Cetera Investment Advisers sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 29,819 shares — an estimated $636K sold.

Cetera Investment Advisers first reported a position in TUA in Q1 2024 and held it in 2 quarters. The position peaked at $636K in Q2 2024. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

  • Cetera Investment Advisers reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 29,819 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $636K.
  • Cetera Investment Advisers first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's Simplify Short Term Treasury Futures Strategy ETF position peaked at $636K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.