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Realta Investment Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Realta Investment 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
2023
Q3 		– Sell
-3,505
Closed -$79.5K – 819
2023
Q2 		$79.5K Buy
+3,505
New +$86.1K 0.02% 511

Other funds holding TUA

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Realta Investment Advisors's TUA Position: Q3 2023 in Review

Realta Investment Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2023, closing a stake of 3,505 shares — an estimated $79.5K sold.

Realta Investment Advisors first reported a position in TUA in Q2 2023 and held it in 1 quarter. The position peaked at $79.5K in Q2 2023. 36 funds tracked by Wall St. Rank hold TUA as of Q3 2023.

  • Realta Investment Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 3,505 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2023, an estimated $79.5K.
  • Realta Investment Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and held it in 1 quarter.
  • Realta Investment Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $79.5K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2023.

Based on Realta Investment Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.