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AE Wealth Management’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

AE Wealth Management’s Portfolio TYA Stock Details TYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.45M Buy
191,818
+40,560
+27% +$522K 0.01% 598
2026
Q1 		$1.99M Sell
151,258
-189,774
-56% -$2.56M 0.01% 647
2025
Q4 		$4.6M Sell
341,032
-339,826
-50% -$4.68M 0.03% 411
2025
Q3 		$9.27M Sell
680,858
-1,018,005
-60% -$13.7M 0.06% 279
2025
Q2 		$22.9M Buy
1,698,863
+110,379
+7% +$1.45M 0.17% 141
2025
Q1 		$21M Buy
1,588,484
+571,032
+56% +$7.2M 0.18% 137
2024
Q4 		$12.5M Buy
1,017,452
+214,895
+27% +$2.8M 0.11% 208
2024
Q3 		$11.5M Buy
802,557
+234,954
+41% +$3.29M 0.1% 212
2024
Q2 		$7.35M Buy
567,603
+101,900
+22% +$1.3M 0.07% 266
2024
Q1 		$6.22M Sell
465,703
-633,038
-58% -$8.57M 0.07% 270
2023
Q4 		$15M Buy
1,098,741
+161,200
+17% +$2.09M 0.08% 300
2023
Q3 		$11.9M Buy
937,541
+103,960
+12% +$1.44M 0.07% 336
2023
Q2 		$12.3M Buy
+833,581
New +$13.2M 0.07% 329

Other funds holding TYA

TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

AE Wealth Management's TYA Position: Q2 2026 in Review

AE Wealth Management increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 27% in Q2 2026, buying an estimated $522K and bringing the position to 191,818 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #598.

AE Wealth Management first reported a position in TYA in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.9M in Q2 2025. 35 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • AE Wealth Management held 191,818 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $2.45M as of Q2 2026.
  • AE Wealth Management bought 40,560 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $522K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #598 holding.
  • AE Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2023 and has held it in 13 quarters since.
  • AE Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $22.9M in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.