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Oliver Lagore Vanvalin Investment Group’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q1 		– Sell
-93
Closed -$2.15K – 823
2023
Q4 		$2.15K Sell
93
-43
-32% -$956 ﹤0.01% 625
2023
Q3 		$2.97K Sell
136
-503
-79% -$11.2K ﹤0.01% 636
2023
Q2 		$14.5K Buy
+639
New +$15.7K 0.01% 406

Other funds holding TUA

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TUA Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2024, closing a stake of 93 shares — an estimated $2.15K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in TUA in Q2 2023 and held it in 3 quarters. The position peaked at $14.5K in Q2 2023. 80 funds tracked by Wall St. Rank hold TUA as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 93 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2024, an estimated $2.15K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $14.5K in Q2 2023.
  • 80 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.