IPW
TUA icon

Impact Partnership Wealth’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-68
Closed -$1.54K – 1207
2023
Q2 		$1.54K Buy
+68
New +$1.67K ﹤0.01% 728

Other funds holding TUA

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Impact Partnership Wealth's TUA Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2023, closing a stake of 68 shares — an estimated $1.54K sold.

Impact Partnership Wealth first reported a position in TUA in Q2 2023 and held it in 1 quarter. The position peaked at $1.54K in Q2 2023. 36 funds tracked by Wall St. Rank hold TUA as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 68 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2023, an estimated $1.54K.
  • Impact Partnership Wealth first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.54K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.