TWM
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TMD Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

TMD Wealth Management’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
2023
Q2 		– Sell
-322,628
Closed -$8.19M – 57
2023
Q1 		$8.19M Buy
+322,628
New +$8.01M 2.31% 13

Other funds holding TUA

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

TMD Wealth Management's TUA Position: Q2 2023 in Review

TMD Wealth Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2023, closing a stake of 322,628 shares — an estimated $8.19M sold.

TMD Wealth Management first reported a position in TUA in Q1 2023 and held it in 1 quarter. The position peaked at $8.19M in Q1 2023. 33 funds tracked by Wall St. Rank hold TUA as of Q2 2023.

  • TMD Wealth Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • TMD Wealth Management sold 322,628 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2023, an estimated $8.19M.
  • TMD Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2023 and held it in 1 quarter.
  • TMD Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $8.19M in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2023.

Based on TMD Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.