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James Investment Research’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

James Investment Research’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
-28,738
Closed -$652K – 301
2023
Q2 		$652K Sell
28,738
-3,194
-10% -$78.4K 0.08% 166
2023
Q1 		$810K Buy
+31,932
New +$793K 0.11% 147

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

James Investment Research's TUA Position: Q3 2023 in Review

James Investment Research sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2023, closing a stake of 28,738 shares — an estimated $652K sold.

James Investment Research first reported a position in TUA in Q1 2023 and held it in 2 quarters. The position peaked at $810K in Q1 2023. 36 funds tracked by Wall St. Rank hold TUA as of Q3 2023.

  • James Investment Research reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • James Investment Research sold 28,738 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2023, an estimated $652K.
  • James Investment Research first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2023 and held it in 2 quarters.
  • James Investment Research's Simplify Short Term Treasury Futures Strategy ETF position peaked at $810K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2023.

Based on James Investment Research's 13F filing for Q3 2023, filed 31 Oct 2023.