Magnolia Private Wealth LLC Boosts Position in Simplify Short Term Treasury Futures Strategy ETF $TUA

Magnolia Private Wealth LLC lifted its stake in shares of Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA) by 8.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 317,275 shares of the company’s stock after buying an additional 24,133 shares during the period. Simplify Short Term Treasury Futures Strategy ETF comprises about 4.2% of Magnolia Private Wealth LLC’s holdings, making the stock its 5th largest position. Magnolia Private Wealth LLC owned approximately 1.07% of Simplify Short Term Treasury Futures Strategy ETF worth $6,704,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently made changes to their positions in TUA. Geneos Wealth Management Inc. bought a new stake in shares of Simplify Short Term Treasury Futures Strategy ETF during the 3rd quarter worth $30,000. Osaic Holdings Inc. bought a new position in Simplify Short Term Treasury Futures Strategy ETF during the second quarter valued at $71,000. Evolution Wealth Management Inc. purchased a new stake in Simplify Short Term Treasury Futures Strategy ETF in the second quarter worth $112,000. IFP Advisors Inc purchased a new stake in Simplify Short Term Treasury Futures Strategy ETF in the 2nd quarter worth about $155,000. Finally, Foundations Investment Advisors LLC purchased a new stake in Simplify Short Term Treasury Futures Strategy ETF during the third quarter valued at about $203,000.

Simplify Short Term Treasury Futures Strategy ETF Trading Up 0.3%

TUA opened at $21.96 on Wednesday. The firm has a 50-day moving average price of $21.83 and a 200-day moving average price of $21.92. Simplify Short Term Treasury Futures Strategy ETF has a twelve month low of $20.98 and a twelve month high of $22.82.

Simplify Short Term Treasury Futures Strategy ETF Cuts Dividend

The firm also recently announced a monthly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 27th were paid a $0.02 dividend. This represents a c) dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Tuesday, January 27th.

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.