CIBC Private Wealth Group
TUA icon

CIBC Private Wealth Group’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-35
Closed -$771 – 3310
2025
Q2 		$771 Buy
+35
New +$767 ﹤0.01% 2787
2025
Q1 		– Sell
-1,431
Closed -$30.4K – 3269
2024
Q4 		$30.4K Buy
+1,431
New +$31K ﹤0.01% 1892
2024
Q3 		– Sell
-58,575
Closed -$1.26M – 3300
2024
Q2 		$1.26M Buy
+58,575
New +$1.25M ﹤0.01% 618

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
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's TUA Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 35 shares — an estimated $771 sold.

CIBC Private Wealth Group first reported a position in TUA in Q2 2024 and held it in 3 quarters. The position peaked at $1.26M in Q2 2024. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 35 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $771.
  • CIBC Private Wealth Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2024 and held it in 3 quarters.
  • CIBC Private Wealth Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.26M in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.