KESTRA PRIVATE WEALTH SERVICES, LLC
Position in TUA — Simplify Short Term Treasury Futures Strategy ETF
CIK 1649451
AUSTIN, TX
All Filings in TUA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TUA | $1,733,639 | 82,163 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 TUA | $1,330,716 | 60,755 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 TUA | $1,279,241 | 58,493 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 TUA | $1,265,931 | 57,464 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 TUA | $663,472 | 30,199 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 TUA | $424,718 | 20,015 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 TUA | $444,465 | 19,333 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||