Brookstone Capital Management’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Brookstone Capital 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
2025 Q4	–	Sell	-13,313	Closed	-$181K	–	1234
2025 Q3	$181K	Sell	13,313 -1,548	-10%	-$20.8K	﹤0.01%	1105
2025 Q2	$200K	Buy	+14,861	New	+$195K	﹤0.01%	1031
2024 Q4	–	Sell	-16,258	Closed	-$234K	–	1058
2024 Q3	$234K	Buy	+16,258	New	+$228K	﹤0.01%	914
2023 Q3	–	Sell	-10,296	Closed	-$144K	–	886
2023 Q2	$144K	Buy	+10,296	New	+$163K	﹤0.01%	798

Other funds holding TYA

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

HCA

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Brookstone Capital Management's TYA Position: Q4 2025 in Review

Brookstone Capital Management sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2025, closing a stake of 13,313 shares — an estimated $181K sold.

Brookstone Capital Management first reported a position in TYA in Q2 2023 and held it in 4 quarters. The position peaked at $234K in Q3 2024. 34 funds tracked by Wall St. Rank hold TYA as of Q4 2025.

Brookstone Capital Management reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
Brookstone Capital Management sold 13,313 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2025, an estimated $181K.
Brookstone Capital Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2023 and held it in 4 quarters.
Brookstone Capital Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $234K in Q3 2024.
34 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.