Simplify Short Term Treasury Futures Strategy ETF $TUA Shares Bought by Financial Enhancement Group LLC

Financial Enhancement Group LLC grew its position in Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA) by 33.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 844,724 shares of the company’s stock after acquiring an additional 211,072 shares during the period. Simplify Short Term Treasury Futures Strategy ETF comprises 2.1% of Financial Enhancement Group LLC’s portfolio, making the stock its 16th largest holding. Financial Enhancement Group LLC owned 2.30% of Simplify Short Term Treasury Futures Strategy ETF worth $17,253,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Geneos Wealth Management Inc. purchased a new position in Simplify Short Term Treasury Futures Strategy ETF during the first quarter worth about $50,000. Key Capital Management INC purchased a new stake in Simplify Short Term Treasury Futures Strategy ETF in the 4th quarter valued at approximately $70,000. Osaic Holdings Inc. acquired a new position in Simplify Short Term Treasury Futures Strategy ETF during the 2nd quarter worth approximately $71,000. Bank of Montreal Can increased its position in Simplify Short Term Treasury Futures Strategy ETF by 22.3% during the 4th quarter. Bank of Montreal Can now owns 3,603 shares of the company’s stock worth $79,000 after purchasing an additional 657 shares during the period. Finally, IFP Advisors Inc raised its stake in shares of Simplify Short Term Treasury Futures Strategy ETF by 11.9% during the 4th quarter. IFP Advisors Inc now owns 5,971 shares of the company’s stock worth $131,000 after buying an additional 634 shares in the last quarter.

Simplify Short Term Treasury Futures Strategy ETF Price Performance

Shares of TUA stock opened at $20.38 on Wednesday. The stock has a 50 day simple moving average of $20.41 and a 200-day simple moving average of $21.00. Simplify Short Term Treasury Futures Strategy ETF has a 12-month low of $20.04 and a 12-month high of $22.31.

Simplify Short Term Treasury Futures Strategy ETF Profile

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. TUA was launched on Nov 14, 2022 and is managed by Simplify.