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Sound Income Strategies’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-130
Closed -$2.84K – 1489
2024
Q1 		$2.84K Buy
+130
New +$2.91K ﹤0.01% 992

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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sound Income Strategies's TUA Position: Q2 2024 in Review

Sound Income Strategies sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2024, closing a stake of 130 shares — an estimated $2.84K sold.

Sound Income Strategies first reported a position in TUA in Q1 2024 and held it in 1 quarter. The position peaked at $2.84K in Q1 2024. 76 funds tracked by Wall St. Rank hold TUA as of Q2 2024.

  • Sound Income Strategies reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 130 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2024, an estimated $2.84K.
  • Sound Income Strategies first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Sound Income Strategies's Simplify Short Term Treasury Futures Strategy ETF position peaked at $2.84K in Q1 2024.
  • 76 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.