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SFG Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

SFG Wealth Management’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
Q1 		– Sell
-35,192
Closed -$815K – 106
2023
Q4 		$815K Buy
+35,192
New +$782K 0.54% 33

Other funds holding TUA

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

SFG Wealth Management's TUA Position: Q1 2024 in Review

SFG Wealth Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2024, closing a stake of 35,192 shares — an estimated $815K sold.

SFG Wealth Management first reported a position in TUA in Q4 2023 and held it in 1 quarter. The position peaked at $815K in Q4 2023. 80 funds tracked by Wall St. Rank hold TUA as of Q1 2024.

  • SFG Wealth Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • SFG Wealth Management sold 35,192 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2024, an estimated $815K.
  • SFG Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 1 quarter.
  • SFG Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $815K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2024.

Based on SFG Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.