AE Wealth Management LLC
Position in TUA — Simplify Short Term Treasury Futures Strategy ETF
CIK 1697723
TOPEKA, KS
All Filings in TUA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TUA | $40,462,789 | 1,917,668 | Shares | Other | 2026-05-13 | |
| 2025-12-31 TUA | $41,145,875 | 1,878,550 | Shares | Other | 2026-01-26 | |
| 2025-09-30 TUA | $43,232,656 | 1,976,802 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 TUA | $42,527,085 | 1,930,417 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 TUA | $44,028,099 | 2,004,010 | Shares | Other | 2025-05-06 | |
| 2024-12-31 TUA | $34,150,576 | 1,609,358 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 TUA | $31,836,137 | 1,384,782 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 TUA | $21,573,473 | 1,011,889 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 TUA | $15,639,171 | 715,097 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 TUA | $15,369,238 | 663,898 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 TUA | $13,090,044 | 599,361 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 TUA | $12,374,230 | 545,601 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||