WI
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WJ Interests’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

WJ Interests’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
Q4 		– Sell
-313,386
Closed -$7.2M – 20
2024
Q3 		$7.2M Buy
313,386
+11,874
+4% +$267K 3.18% 10
2024
Q2 		$6.43M Buy
301,512
+10,934
+4% +$233K 3.2% 10
2024
Q1 		$6.35M Buy
290,578
+237,712
+450% +$5.32M 3.35% 10
2023
Q4 		$1.22M Buy
+52,866
New +$1.18M 0.77% 11

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

WJ Interests's TUA Position: Q4 2024 in Review

WJ Interests sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q4 2024, closing a stake of 313,386 shares — an estimated $7.2M sold.

WJ Interests first reported a position in TUA in Q4 2023 and held it in 4 quarters. The position peaked at $7.2M in Q3 2024. 82 funds tracked by Wall St. Rank hold TUA as of Q4 2024.

  • WJ Interests reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • WJ Interests sold 313,386 Simplify Short Term Treasury Futures Strategy ETF shares in Q4 2024, an estimated $7.2M.
  • WJ Interests first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 4 quarters.
  • WJ Interests's Simplify Short Term Treasury Futures Strategy ETF position peaked at $7.2M in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q4 2024.

Based on WJ Interests's 13F filing for Q4 2024, filed 4 Feb 2025.