Atlas Financial Advisors’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Atlas Financial Advisors’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
2023 Q4	–	Sell	-14,265	Closed	-$181K	–	44
2023 Q3	$181K	Hold	14,265	–	–	0.14%	41
2023 Q2	$210K	Hold	14,265	–	–	0.3%	28
2023 Q1	$232K	Hold	14,265	–	–	0.31%	21
2022 Q4	$216K	Buy	+14,265	New	+$219K	0.3%	21
2022 Q2	–	Sell	-581,479	Closed	-$11.7M	–	24
2022 Q1	$11.7M	Buy	581,479 +240,047	+70%	+$5.39M	11.81%	4
2021 Q4	$8.47M	Buy	+341,432	New	+$8.46M	7.91%	5

Other funds holding TYA

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Atlas Financial Advisors's TYA Position: Q4 2023 in Review

Atlas Financial Advisors sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2023, closing a stake of 14,265 shares — an estimated $181K sold.

Atlas Financial Advisors first reported a position in TYA in Q4 2021 and held it in 6 quarters. The position peaked at $11.7M in Q1 2022. 24 funds tracked by Wall St. Rank hold TYA as of Q4 2023.

Atlas Financial Advisors reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2023 after selling out during the quarter.
Atlas Financial Advisors sold 14,265 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2023, an estimated $181K.
Atlas Financial Advisors first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2021 and held it in 6 quarters.
Atlas Financial Advisors's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $11.7M in Q1 2022.
24 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2023.

Based on Atlas Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.