AE Wealth Management LLC Reduces Holdings in Simplify Short Term Treasury Futures Strategy ETF $TUA

AE Wealth Management LLC reduced its position in shares of Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA) by 5.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,878,550 shares of the company’s stock after selling 98,252 shares during the period. AE Wealth Management LLC owned about 6.26% of Simplify Short Term Treasury Futures Strategy ETF worth $41,146,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Encompass More Asset Management purchased a new stake in Simplify Short Term Treasury Futures Strategy ETF during the 3rd quarter worth approximately $1,967,000. Fourpath Capital Management LLC lifted its position in shares of Simplify Short Term Treasury Futures Strategy ETF by 5.8% during the third quarter. Fourpath Capital Management LLC now owns 1,116,913 shares of the company’s stock worth $24,427,000 after purchasing an additional 61,552 shares during the last quarter. Private Client Services LLC grew its stake in Simplify Short Term Treasury Futures Strategy ETF by 1,305.4% in the third quarter. Private Client Services LLC now owns 197,515 shares of the company’s stock worth $4,320,000 after purchasing an additional 183,461 shares in the last quarter. Ferguson Shapiro LLC grew its stake in Simplify Short Term Treasury Futures Strategy ETF by 1.3% in the third quarter. Ferguson Shapiro LLC now owns 1,904,333 shares of the company’s stock worth $41,648,000 after purchasing an additional 23,975 shares in the last quarter. Finally, Magnolia Private Wealth LLC increased its holdings in Simplify Short Term Treasury Futures Strategy ETF by 8.2% in the third quarter. Magnolia Private Wealth LLC now owns 317,275 shares of the company’s stock valued at $6,704,000 after buying an additional 24,133 shares during the last quarter.

Simplify Short Term Treasury Futures Strategy ETF Stock Performance

Shares of NYSEARCA TUA opened at $21.15 on Friday. The stock’s 50 day moving average price is $21.46 and its two-hundred day moving average price is $21.75. Simplify Short Term Treasury Futures Strategy ETF has a 52-week low of $20.66 and a 52-week high of $22.56.

Simplify Short Term Treasury Futures Strategy ETF Increases Dividend

The company also recently disclosed a monthly dividend, which was paid on Friday, February 27th. Investors of record on Tuesday, February 24th were paid a dividend of $0.03 per share. This represents a c) annualized dividend and a yield of 1.7%. This is a boost from Simplify Short Term Treasury Futures Strategy ETF’s previous monthly dividend of $0.02. The ex-dividend date was Tuesday, February 24th.

Simplify Short Term Treasury Futures Strategy ETF Company 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.