RJA
TUA icon

Raymond James & Associates’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Raymond James & Associates’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
-60,922
Closed -$1.3M – 4104
2024
Q2 		$1.3M Buy
60,922
+22,367
+58% +$476K ﹤0.01% 2447
2024
Q1 		$843K Buy
38,555
+4,047
+12% +$90.7K ﹤0.01% 2707
2023
Q4 		$799K Buy
+34,508
New +$767K ﹤0.01% 2653

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
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

Raymond James & Associates's TUA Position: Q3 2024 in Review

Raymond James & Associates sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 60,922 shares — an estimated $1.3M sold.

Raymond James & Associates first reported a position in TUA in Q4 2023 and held it in 3 quarters. The position peaked at $1.3M in Q2 2024. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

  • Raymond James & Associates reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Raymond James & Associates sold 60,922 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $1.3M.
  • Raymond James & Associates first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 3 quarters.
  • Raymond James & Associates's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.3M in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.