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Optivise Advisory Services’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Optivise Advisory Services’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
-9,875
Closed -$211K – 186
2024
Q2 		$211K Buy
+9,875
New +$210K 0.11% 173

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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

Optivise Advisory Services's TUA Position: Q3 2024 in Review

Optivise Advisory Services sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 9,875 shares — an estimated $211K sold.

Optivise Advisory Services first reported a position in TUA in Q2 2024 and held it in 1 quarter. The position peaked at $211K in Q2 2024. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

  • Optivise Advisory Services reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 9,875 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $211K.
  • Optivise Advisory Services first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's Simplify Short Term Treasury Futures Strategy ETF position peaked at $211K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.