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Stratos Wealth Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Stratos Wealth Advisors’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
-26,380
Closed -$577K – 762
2024
Q1 		$577K Buy
+26,380
New +$591K 0.03% 428

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 $1.83B AUM 18.24% 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 $947M AUM 13.91% 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

Stratos Wealth Advisors's TUA Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2024, closing a stake of 26,380 shares — an estimated $577K sold.

Stratos Wealth Advisors first reported a position in TUA in Q1 2024 and held it in 1 quarter. The position peaked at $577K in Q1 2024. 76 funds tracked by Wall St. Rank hold TUA as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 26,380 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2024, an estimated $577K.
  • Stratos Wealth Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Stratos Wealth Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $577K in Q1 2024.
  • 76 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.