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 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

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Whalen Wealth Management Las Vegas, Nevada $187M AUM 18.9% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.1B AUM 24.7% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return