Whalen Wealth Management Inc. Boosts Holdings in Simplify Short Term Treasury Futures Strategy ETF $TUA

Whalen Wealth Management Inc. raised its holdings in shares of Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA – Free Report) by 206.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 160,129 shares of the company’s stock after buying an additional 107,793 shares during the period. Simplify Short Term Treasury Futures Strategy ETF comprises 2.0% of Whalen Wealth Management Inc.’s portfolio, making the stock its 11th largest holding. Whalen Wealth Management Inc. owned 0.56% of Simplify Short Term Treasury Futures Strategy ETF worth $3,502,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Osaic Holdings Inc. purchased a new position in shares of Simplify Short Term Treasury Futures Strategy ETF during the 2nd quarter worth $71,000. Evolution Wealth Management Inc. bought a new position in Simplify Short Term Treasury Futures Strategy ETF in the 2nd quarter worth $112,000. IHT Wealth Management LLC raised its holdings in Simplify Short Term Treasury Futures Strategy ETF by 3.6% in the 2nd quarter. IHT Wealth Management LLC now owns 54,788 shares of the company’s stock worth $1,207,000 after purchasing an additional 1,895 shares during the period. Group One Trading LLC lifted its position in Simplify Short Term Treasury Futures Strategy ETF by 147.0% during the second quarter. Group One Trading LLC now owns 47,383 shares of the company’s stock valued at $1,044,000 after purchasing an additional 28,196 shares in the last quarter. Finally, GeoWealth Management LLC grew its holdings in Simplify Short Term Treasury Futures Strategy ETF by 12.8% during the second quarter. GeoWealth Management LLC now owns 60,371 shares of the company’s stock valued at $1,330,000 after purchasing an additional 6,863 shares during the period.

Simplify Short Term Treasury Futures Strategy ETF Stock Performance

Shares of TUA opened at $22.06 on Friday. The business has a 50-day simple moving average of $21.99 and a two-hundred day simple moving average of $21.89. Simplify Short Term Treasury Futures Strategy ETF has a 52 week low of $20.90 and a 52 week high of $22.82.

Simplify Short Term Treasury Futures Strategy ETF Company Profile

(Free Report)

The Simplify Short Term Treasury Futures Strategy ETF (TUA) is an exchange-traded fund that is based on the ICE US Treasury 7-10 Year Bond index. The fund seeks to match or outperform an intermediate-term US Treasury index for a calendar quarter, through an actively managed portfolio of futures, call and put options on US treasury futures, US government securities, and ETFs.

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