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Peak Financial Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Peak Financial Advisors’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
-296,043
Closed -$6.47M – 85
2024
Q1 		$6.47M Sell
296,043
-149,572
-34% -$3.35M 3.94% 5
2023
Q4 		$10.3M Sell
445,615
-5,968
-1% -$133K 6.9% 2
2023
Q3 		$9.86M Buy
451,583
+172,864
+62% +$3.86M 10.66% 2
2023
Q2 		$6.32M Buy
+278,719
New +$6.84M 4.96% 5

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 $2.02B AUM 24.14% 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 $1.05B AUM 16.69% 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

Peak Financial Advisors's TUA Position: Q2 2024 in Review

Peak Financial Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2024, closing a stake of 296,043 shares — an estimated $6.47M sold.

Peak Financial Advisors first reported a position in TUA in Q2 2023 and held it in 4 quarters. The position peaked at $10.3M in Q4 2023. 76 funds tracked by Wall St. Rank hold TUA as of Q2 2024.

  • Peak Financial Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 296,043 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2024, an estimated $6.47M.
  • Peak Financial Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and held it in 4 quarters.
  • Peak Financial Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $10.3M in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2024.

Based on Peak Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.