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

Regal 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
2024
Q3 		– Sell
-23,834
Closed -$508K – 575
2024
Q2 		$508K Sell
23,834
-5,442
-19% -$116K 0.03% 356
2024
Q1 		$640K Sell
29,276
-5,246
-15% -$118K 0.04% 313
2023
Q4 		$799K Buy
34,522
+20,652
+149% +$459K 0.06% 251
2023
Q3 		$303K Hold
13,870
– – 0.03% 388
2023
Q2 		$315K Buy
+13,870
New +$341K 0.03% 387

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 $2.02B AUM 24.14% 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

Regal Investment Advisors's TUA Position: Q3 2024 in Review

Regal Investment Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 23,834 shares — an estimated $508K sold.

Regal Investment Advisors first reported a position in TUA in Q2 2023 and held it in 5 quarters. The position peaked at $799K in Q4 2023. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

  • Regal Investment Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 23,834 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $508K.
  • Regal Investment Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and held it in 5 quarters.
  • Regal Investment Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $799K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.