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Tidal Investments’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Tidal Investments’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
-39,199
Closed -$907K – 1743
2023
Q4 		$907K Sell
39,199
-15,878
-29% -$353K 0.02% 674
2023
Q3 		$1.2M Sell
55,077
-23,861
-30% -$533K 0.04% 487
2023
Q2 		$1.79M Sell
78,938
-17,268
-18% -$424K 0.05% 354
2023
Q1 		$2.44M Buy
+96,206
New +$2.39M 0.08% 245

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

Tidal Investments's TUA Position: Q1 2024 in Review

Tidal Investments sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2024, closing a stake of 39,199 shares — an estimated $907K sold.

Tidal Investments first reported a position in TUA in Q1 2023 and held it in 4 quarters. The position peaked at $2.44M in Q1 2023. 80 funds tracked by Wall St. Rank hold TUA as of Q1 2024.

  • Tidal Investments reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Tidal Investments sold 39,199 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2024, an estimated $907K.
  • Tidal Investments first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2023 and held it in 4 quarters.
  • Tidal Investments's Simplify Short Term Treasury Futures Strategy ETF position peaked at $2.44M in Q1 2023.
  • 80 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2024.

Based on Tidal Investments's 13F filing for Q1 2024, filed 16 May 2024.