SPWM
Straight Path Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
29,583
+1,700
| +6% | +$37.5K | 0.22% | 45 |
|
|
2025
Q1 | $613K | Buy |
27,883
+2,583
| +10% | +$56.7K | 0.25% | 40 |
|
|
2024
Q4 | $537K | Buy |
25,300
+7,575
| +43% | +$161K | 0.21% | 41 |
|
|
2024
Q3 | $407K | Hold |
17,725
| – | – | 0.18% | 59 |
|
|
2024
Q2 | $378K | Buy |
17,725
+4,850
| +38% | +$103K | 0.19% | 63 |
|
|
2024
Q1 | $282K | Buy |
+12,875
| New | +$282K | 0.16% | 69 |
|