Schroder Investment Management Group
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Schroder Investment Management Group’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Schroder Investment Management Group’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
-367,081
Closed -$7.83M – 1267
2024
Q2 		$7.83M Hold
367,081
– – 0.01% 681
2024
Q1 		$8.03M Sell
367,081
-76,413
-17% -$1.71M 0.01% 695
2023
Q4 		$10.3M Buy
+443,494
New +$9.86M 0.01% 625

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

Schroder Investment Management Group's TUA Position: Q3 2024 in Review

Schroder Investment Management Group sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 367,081 shares — an estimated $7.83M sold.

Schroder Investment Management Group first reported a position in TUA in Q4 2023 and held it in 3 quarters. The position peaked at $10.3M in Q4 2023. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

  • Schroder Investment Management Group reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 367,081 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $7.83M.
  • Schroder Investment Management Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 3 quarters.
  • Schroder Investment Management Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $10.3M in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on Schroder Investment Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.