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J. Safra Asset Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

J. Safra 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
2025
Q1 		– Sell
-18,333
Closed -$389K – 392
2024
Q4 		$389K Buy
+18,333
New +$398K 0.03% 73

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FS
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HCM
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MAWAG
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AWM
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LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

J. Safra Asset Management's TUA Position: Q1 2025 in Review

J. Safra Asset Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2025, closing a stake of 18,333 shares — an estimated $389K sold.

J. Safra Asset Management first reported a position in TUA in Q4 2024 and held it in 1 quarter. The position peaked at $389K in Q4 2024. 88 funds tracked by Wall St. Rank hold TUA as of Q1 2025.

  • J. Safra Asset Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 18,333 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2025, an estimated $389K.
  • J. Safra Asset Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and held it in 1 quarter.
  • J. Safra Asset Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $389K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2025.

Based on J. Safra Asset Management's 13F filing for Q1 2025, filed 25 Apr 2025.