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Smith Anglin Financial’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Smith Anglin Financial’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
-13,282
Closed -$307K – 212
2023
Q4 		$307K Buy
+13,282
New +$295K 0.04% 134
2023
Q2 		– Sell
-11,546
Closed -$293K – 180
2023
Q1 		$293K Buy
+11,546
New +$287K 0.04% 125

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 $1.83B AUM 18.24% 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

Smith Anglin Financial's TUA Position: Q1 2024 in Review

Smith Anglin Financial sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2024, closing a stake of 13,282 shares — an estimated $307K sold.

Smith Anglin Financial first reported a position in TUA in Q1 2023 and held it in 2 quarters. The position peaked at $307K in Q4 2023. 80 funds tracked by Wall St. Rank hold TUA as of Q1 2024.

  • Smith Anglin Financial reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Smith Anglin Financial sold 13,282 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2024, an estimated $307K.
  • Smith Anglin Financial first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2023 and held it in 2 quarters.
  • Smith Anglin Financial's Simplify Short Term Treasury Futures Strategy ETF position peaked at $307K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2024.

Based on Smith Anglin Financial's 13F filing for Q1 2024, filed 24 Apr 2024.