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NBC Securities’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

NBC Securities’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
-369
Closed -$7K – 2177
2024
Q2 		$7K Buy
369
+28
+8% +$596 ﹤0.01% 1792
2024
Q1 		$7K Hold
341
– – ﹤0.01% 1803
2023
Q4 		$7K Buy
+341
New +$7.58K ﹤0.01% 1815

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

NBC Securities's TUA Position: Q3 2024 in Review

NBC Securities sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 369 shares — an estimated $7K sold.

NBC Securities first reported a position in TUA in Q4 2023 and held it in 3 quarters. The position peaked at $7K in Q2 2024. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

  • NBC Securities reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • NBC Securities sold 369 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $7K.
  • NBC Securities first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 3 quarters.
  • NBC Securities's Simplify Short Term Treasury Futures Strategy ETF position peaked at $7K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on NBC Securities's 13F filing for Q3 2024, filed 15 Oct 2024.