New York State Common Retirement Fund
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New York State Common Retirement Fund’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

New York State Common Retirement Fund’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
-367,081
Closed -$7.83M – 3336
2024
Q2 		$7.83M Hold
367,081
– – 0.01% 921
2024
Q1 		$8.03M Sell
367,081
-76,413
-17% -$1.71M 0.01% 908
2023
Q4 		$10.3M Buy
+443,494
New +$9.86M 0.01% 810

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 $2.02B AUM 24.14% 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

New York State Common Retirement Fund's TUA Position: Q3 2024 in Review

New York State Common Retirement Fund sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 367,081 shares — an estimated $7.83M sold.

New York State Common Retirement Fund first reported a position in TUA in Q4 2023 and held it in 3 quarters. The position peaked at $10.3M in Q4 2023. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

  • New York State Common Retirement Fund reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • New York State Common Retirement Fund sold 367,081 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $7.83M.
  • New York State Common Retirement Fund first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 3 quarters.
  • New York State Common Retirement Fund's Simplify Short Term Treasury Futures Strategy ETF position peaked at $10.3M in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on New York State Common Retirement Fund's 13F filing for Q3 2024, filed 28 Oct 2024.