Whalen Wealth Management Inc. Purchases 107,793 Shares of Simplify Short Term Treasury Futures Strategy ETF $TUA

Whalen Wealth Management Inc. lifted its position in shares of Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA) by 206.0% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 160,129 shares of the company’s stock after buying an additional 107,793 shares during the quarter. Simplify Short Term Treasury Futures Strategy ETF makes up 2.0% of Whalen Wealth Management Inc.’s holdings, making the stock its 11th largest holding. Whalen Wealth Management Inc.’s holdings in Simplify Short Term Treasury Futures Strategy ETF were worth $3,502,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of TUA. Geneos Wealth Management Inc. bought a new stake in Simplify Short Term Treasury Futures Strategy ETF during the first quarter valued at about $50,000. Osaic Holdings Inc. bought a new position in shares of Simplify Short Term Treasury Futures Strategy ETF in the second quarter worth about $71,000. Evolution Wealth Management Inc. purchased a new stake in shares of Simplify Short Term Treasury Futures Strategy ETF during the second quarter worth about $112,000. IFP Advisors Inc bought a new stake in Simplify Short Term Treasury Futures Strategy ETF during the 2nd quarter valued at approximately $155,000. Finally, JPMorgan Chase & Co. raised its stake in Simplify Short Term Treasury Futures Strategy ETF by 105,850.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 10,595 shares of the company’s stock valued at $233,000 after purchasing an additional 10,585 shares during the period.

Simplify Short Term Treasury Futures Strategy ETF Stock Performance

TUA stock opened at $22.06 on Friday. Simplify Short Term Treasury Futures Strategy ETF has a 1-year low of $20.90 and a 1-year high of $22.82. 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 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.