Gladstone Institutional Advisory’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
159,492
-88,219
| -36% | -$1.94M | 0.15% | 160 |
|
|
2025
Q1 | $5.44M | Sell |
247,711
-18,084
| -7% | -$397K | 0.25% | 101 |
|
|
2024
Q4 | $5.64M | Sell |
265,795
-191,042
| -42% | -$4.05M | 0.26% | 88 |
|
|
2024
Q3 | $10.5M | Buy |
456,837
+198,029
| +77% | +$4.55M | 0.51% | 43 |
|
|
2024
Q2 | $5.52M | Sell |
258,808
-12,792
| -5% | -$273K | 0.29% | 90 |
|
|
2024
Q1 | $5.94M | Buy |
271,600
+147,985
| +120% | +$3.24M | 0.33% | 74 |
|
|
2023
Q4 | $2.86M | Buy |
+123,615
| New | +$2.86M | 0.16% | 162 |
|