Bank of Montreal
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Bank of Montreal’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-51,219
Closed -$696K – 4257
2024
Q1 		$696K Sell
51,219
-5,781
-10% -$78.3K ﹤0.01% 2219
2023
Q4 		$822K Buy
+57,000
New +$740K ﹤0.01% 2170

Other funds holding TYA

WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Bank of Montreal's TYA Position: Q2 2024 in Review

Bank of Montreal sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q2 2024, closing a stake of 51,219 shares — an estimated $696K sold.

Bank of Montreal first reported a position in TYA in Q4 2023 and held it in 2 quarters. The position peaked at $822K in Q4 2023. 21 funds tracked by Wall St. Rank hold TYA as of Q2 2024.

  • Bank of Montreal reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 51,219 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2024, an estimated $696K.
  • Bank of Montreal first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Bank of Montreal's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $822K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.