EAM
TUA icon

Evanson Asset Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Evanson Asset 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
-10,096
Closed -$234K – 321
2023
Q4 		$234K Buy
+10,096
New +$224K 0.02% 263

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 $2.7B AUM 23.62% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Citadel Advisors
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

Evanson Asset Management's TUA Position: Q1 2024 in Review

Evanson Asset Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2024, closing a stake of 10,096 shares — an estimated $234K sold.

Evanson Asset Management first reported a position in TUA in Q4 2023 and held it in 1 quarter. The position peaked at $234K in Q4 2023. 80 funds tracked by Wall St. Rank hold TUA as of Q1 2024.

  • Evanson Asset Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Evanson Asset Management sold 10,096 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2024, an estimated $234K.
  • Evanson Asset Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Evanson Asset Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $234K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2024.

Based on Evanson Asset Management's 13F filing for Q1 2024, filed 12 Apr 2024.