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WMS Partners’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

WMS Partners’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
-10,000
Closed – – 279
2023
Q4 		$0 Buy
+10,000
New +$222K ﹤0.01% 276

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AWM
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AWM
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Goldman Sachs
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MERSOM
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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

WMS Partners's TUA Position: Q1 2024 in Review

WMS Partners sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2024, closing a stake of 10,000 shares.

WMS Partners first reported a position in TUA in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 80 funds tracked by Wall St. Rank hold TUA as of Q1 2024.

  • WMS Partners reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • WMS Partners sold 10,000 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2024.
  • WMS Partners first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 1 quarter.
  • WMS Partners's Simplify Short Term Treasury Futures Strategy ETF position peaked at $0 in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2024.

Based on WMS Partners's 13F filing for Q1 2024, filed 15 May 2024.