Envestnet Portfolio Solutions
TUA icon

Envestnet Portfolio Solutions’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Envestnet Portfolio Solutions’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
-23,826
Closed -$508K – 1744
2024
Q2 		$508K Buy
23,826
+611
+3% +$13K ﹤0.01% 1137
2024
Q1 		$508K Sell
23,215
-339
-1% -$7.59K ﹤0.01% 1118
2023
Q4 		$545K Buy
+23,554
New +$524K ﹤0.01% 1010

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

Envestnet Portfolio Solutions's TUA Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 23,826 shares — an estimated $508K sold.

Envestnet Portfolio Solutions first reported a position in TUA in Q4 2023 and held it in 3 quarters. The position peaked at $545K in Q4 2023. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

  • Envestnet Portfolio Solutions reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 23,826 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $508K.
  • Envestnet Portfolio Solutions first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Simplify Short Term Treasury Futures Strategy ETF position peaked at $545K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.