Truist Financial’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Truist Financial’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 Q3	–	Sell	-35,356	Closed	-$754K	–	2731
2024 Q2	$754K	Sell	35,356 -28,332	-44%	-$603K	﹤0.01%	1744
2024 Q1	$1.39M	Sell	63,688 -738	-1%	-$16.5K	﹤0.01%	1452
2023 Q4	$1.49M	Sell	64,426 -118,034	-65%	-$2.62M	﹤0.01%	1404
2023 Q3	$3.98M	Sell	182,460 -12,299	-6%	-$275K	0.01%	927
2023 Q2	$4.42M	Buy	+194,759	New	+$4.78M	0.01%	881

Other funds holding TUA

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial's TUA Position: Q3 2024 in Review

Truist Financial sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2024, closing a stake of 35,356 shares — an estimated $754K sold.

Truist Financial first reported a position in TUA in Q2 2023 and held it in 5 quarters. The position peaked at $4.42M in Q2 2023. 70 funds tracked by Wall St. Rank hold TUA as of Q3 2024.

Truist Financial reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
Truist Financial sold 35,356 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $754K.
Truist Financial first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and held it in 5 quarters.
Truist Financial's Simplify Short Term Treasury Futures Strategy ETF position peaked at $4.42M in Q2 2023.
70 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.