Latest Institutional Sells of Simpl Exch Traded Fds Sht Term (TUA)
This list provides information on the latest institutional transactions involving Simpl Exch Traded Fds Sht Term (TUA) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-588K- 65.16% |
N/A
|
314K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-177K- 37.64% |
N/A
|
293K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-109K- 85.33% |
N/A
|
18.7K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-80.7K- 61.12% |
N/A
|
51.3K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-73.6K- 3.67% |
N/A
|
1.93M
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-53.1K- 65.97% |
N/A
|
27.4K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-32.2K- 54.86% |
N/A
|
26.5K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-30.7K- 4.7% |
N/A
|
622K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-17.3K- 10.34% |
N/A
|
150K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17.2K- 4.79% |
N/A
|
343K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-16.9K- 2.01% |
N/A
|
820K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-13.1K- 52.87% |
N/A
|
11.7K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-12.7K- 93.21% |
N/A
|
928
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.94K- 26.58% |
N/A
|
24.7K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.17K- 9.22% |
N/A
|
80.5K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.33K- 5.6% |
N/A
|
107K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-5.47K- 4.08% |
N/A
|
128K
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.8K- 1.97% |
N/A
|
239K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4.12K- 13.46% |
N/A
|
26.5K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 2.42% |
N/A
|
79.3K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.74K- 0.65% |
N/A
|
266K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.29K- 9.23% |
N/A
|
12.7K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.16K- 92.26% |
N/A
|
97
$0
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.09K- 7.19% |
N/A
|
14.1K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-892- 7.77% |
N/A
|
10.6K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-891- 5.4% |
N/A
|
15.6K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-598- 3.36% |
N/A
|
17.2K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-370- 1.34% |
N/A
|
27.1K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-311- 99.68% |
N/A
|
1
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-205- 0.62% |
N/A
|
32.6K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-137- 2.44% |
N/A
|
5.48K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-11- 4.51% |
N/A
|
233
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.1K- 6.8% |
N/A
|
248K
$0
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-2.22K- 55.17% |
N/A
|
1.81K
$0
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-404K- 97.45% |
N/A
|
10.6K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.78K- 36.81% |
N/A
|
9.91K
$0
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-339K- 87.11% |
N/A
|
50.2K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-205K- 95.72% |
N/A
|
9.17K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.5K- 25.82% |
N/A
|
30.2K
$0
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.3K- 44.49% |
N/A
|
35.4K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.44K- 18.59% |
N/A
|
23.8K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.23K- 16.98% |
N/A
|
10.9K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-96- 1.11% |
N/A
|
8.57K
$0
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-15.9M- 96.16% |
N/A
|
635K
$0
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-297K- 80.83% |
N/A
|
70.4K
$0
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-209K- 28.06% |
N/A
|
535K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-150K- 33.57% |
N/A
|
296K
$0
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-76.4K- 17.23% |
N/A
|
367K
$0
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-76.4K- 17.23% |
N/A
|
367K
$0
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-67.7K- 15.2% |
N/A
|
378K
$0
|
|