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

Harmony 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
Q3 		– Sell
-36,605
Closed -$780K – 165
2024
Q2 		$780K Buy
+36,605
New +$780K 0.33% 67

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

Harmony Asset Management's TUA Position: Q3 2024 in Review

Harmony Asset Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 36,605 shares — an estimated $780K sold.

Harmony Asset Management first reported a position in TUA in Q2 2024 and held it in 1 quarter. The position peaked at $780K in Q2 2024. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

  • Harmony Asset Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Harmony Asset Management sold 36,605 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $780K.
  • Harmony Asset Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Harmony Asset Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $780K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on Harmony Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.