Financial Enhancement Group LLC Increases Position in Simplify Short Term Treasury Futures Strategy ETF $TUA

Financial Enhancement Group LLC lifted its stake in Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA) by 33.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 844,724 shares of the company’s stock after purchasing an additional 211,072 shares during the period. Simplify Short Term Treasury Futures Strategy ETF makes up 2.1% of Financial Enhancement Group LLC’s investment portfolio, making the stock its 16th largest holding. Financial Enhancement Group LLC’s holdings in Simplify Short Term Treasury Futures Strategy ETF were worth $17,253,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. acquired a new position in Simplify Short Term Treasury Futures Strategy ETF during the first quarter worth about $50,000. Key Capital Management INC acquired a new stake in shares of Simplify Short Term Treasury Futures Strategy ETF during the 4th quarter valued at approximately $70,000. Osaic Holdings Inc. acquired a new stake in shares of Simplify Short Term Treasury Futures Strategy ETF during the 2nd quarter valued at approximately $71,000. Bank of Montreal Can boosted its stake in shares of 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 acquiring an additional 657 shares in the last quarter. Finally, IFP Advisors Inc boosted 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 acquiring an additional 634 shares in the last quarter.

Simplify Short Term Treasury Futures Strategy ETF Stock Performance

TUA opened at $20.38 on Wednesday. The stock’s 50 day simple moving average is $20.41 and its 200 day simple moving average is $21.00. Simplify Short Term Treasury Futures Strategy ETF has a 1-year low of $20.04 and a 1-year 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.