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True Wealth Design’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

True Wealth Design’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
Q1 		– Sell
-2,000
Closed -$49.6K – 892
2022
Q4 		$49.6K Buy
+2,000
New +$50.1K 0.02% 147

Other funds holding TUA

HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

True Wealth Design's TUA Position: Q1 2023 in Review

True Wealth Design sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2023, closing a stake of 2,000 shares — an estimated $49.6K sold.

True Wealth Design first reported a position in TUA in Q4 2022 and held it in 1 quarter. The position peaked at $49.6K in Q4 2022. 19 funds tracked by Wall St. Rank hold TUA as of Q1 2023.

  • True Wealth Design reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • True Wealth Design sold 2,000 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2023, an estimated $49.6K.
  • True Wealth Design first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2022 and held it in 1 quarter.
  • True Wealth Design's Simplify Short Term Treasury Futures Strategy ETF position peaked at $49.6K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2023.

Based on True Wealth Design's 13F filing for Q1 2023, filed 12 May 2023.