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NWAM LLC’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

NWAM LLC’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
Q2 		– Sell
-69,400
Closed -$1.48M – 503
2024
Q1 		$1.48M Buy
+69,400
New +$1.55M 0.12% 166

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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NWAM LLC's TUA Position: Q2 2024 in Review

NWAM LLC sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2024, closing a stake of 69,400 shares — an estimated $1.48M sold.

NWAM LLC first reported a position in TUA in Q1 2024 and held it in 1 quarter. The position peaked at $1.48M in Q1 2024. 76 funds tracked by Wall St. Rank hold TUA as of Q2 2024.

  • NWAM LLC reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • NWAM LLC sold 69,400 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2024, an estimated $1.48M.
  • NWAM LLC first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and held it in 1 quarter.
  • NWAM LLC's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.48M in Q1 2024.
  • 76 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2024.

Based on NWAM LLC's 13F filing for Q2 2024, filed 24 Jul 2024.