Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Northwestern Mutual Wealth 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
2024
Q4 		– Sell
-239
Closed -$5.5K – 3888
2024
Q3 		$5.5K Buy
+239
New +$5.38K ﹤0.01% 2867

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HCM
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FEG
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AA
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MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
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LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Northwestern Mutual Wealth Management's TUA Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q4 2024, closing a stake of 239 shares — an estimated $5.5K sold.

Northwestern Mutual Wealth Management first reported a position in TUA in Q3 2024 and held it in 1 quarter. The position peaked at $5.5K in Q3 2024. 82 funds tracked by Wall St. Rank hold TUA as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 239 Simplify Short Term Treasury Futures Strategy ETF shares in Q4 2024, an estimated $5.5K.
  • Northwestern Mutual Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $5.5K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.