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

Sage 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
Q4 		– Sell
-22,121
Closed -$472K – 51
2024
Q3 		$472K Hold
22,121
– – 0.13% 38
2024
Q2 		$472K Buy
22,121
+1,746
+9% +$37.2K 0.13% 38
2024
Q1 		$446K Sell
20,375
-879
-4% -$19.7K 0.12% 45
2023
Q4 		$492K Buy
+21,254
New +$473K 0.13% 45

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Sage Advisory Services's TUA Position: Q4 2024 in Review

Sage Advisory Services sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q4 2024, closing a stake of 22,121 shares — an estimated $472K sold.

Sage Advisory Services first reported a position in TUA in Q4 2023 and held it in 4 quarters. The position peaked at $492K in Q4 2023. 82 funds tracked by Wall St. Rank hold TUA as of Q4 2024.

  • Sage Advisory Services reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Sage Advisory Services sold 22,121 Simplify Short Term Treasury Futures Strategy ETF shares in Q4 2024, an estimated $472K.
  • Sage Advisory Services first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 4 quarters.
  • Sage Advisory Services's Simplify Short Term Treasury Futures Strategy ETF position peaked at $492K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q4 2024.

Based on Sage Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.