Purchases and Sales Made in Q2 2023 in Simpl Exch Traded Fds Sht Term (TUA)
This table provides information about the institutional ownership of Simpl Exch Traded Fds Sht Term (TUA) during Q2 2023. The information is specifically focused on institutions that hold shares of SIMPL EXCH TRADED FDS SHT TERM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
14.3MNew |
N/A
|
14.3M
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
854K+ 2263.6% |
N/A
|
892K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
628KNew |
N/A
|
628K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
546KNew |
N/A
|
546K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
396KNew |
N/A
|
396K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
279KNew |
N/A
|
279K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
195KNew |
N/A
|
195K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
114K+ 21.89% |
N/A
|
636K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
107K+ 43.7% |
N/A
|
352K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
40.5KNew |
N/A
|
40.5K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
37.8KNew |
N/A
|
37.8K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.5KNew |
N/A
|
32.5K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
28.7KNew |
N/A
|
28.7K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23K+ 100.61% |
N/A
|
45.9K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.51KNew |
N/A
|
3.51K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3K+ 9.85% |
N/A
|
33.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
639New |
N/A
|
639
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
68New |
N/A
|
68
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7New |
N/A
|
7
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-437- 77.48% |
N/A
|
127
$0
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-437- 77.48% |
N/A
|
127
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-627- 5.22% |
N/A
|
11.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 65.74% |
N/A
|
8.66K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-17.3K- 17.95% |
N/A
|
78.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-43.1K- 10.97% |
N/A
|
350K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-74.2K- 43.33% |
N/A
|
97K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-116K- 37.42% |
N/A
|
194K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-122K- 49.41% |
N/A
|
125K
$0
|