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

Capital A 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
2025
Q2 		$313 Sell
22
-1,248
-98% -$16.3K ﹤0.01% 401
2025
Q1 		$16.8K Sell
1,270
-1,572
-55% -$19.8K 0.02% 244
2024
Q4 		$34.9K Buy
+2,842
New +$37.1K 0.06% 178

Other funds holding TYA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Capital A Wealth Management's TYA Position: Q2 2025 in Review

Capital A Wealth Management reduced its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 98% in Q2 2025, selling an estimated $16.3K and leaving 22 shares worth $313. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Capital A Wealth Management first reported a position in TYA in Q4 2024 and has held it in 3 quarters since. The position peaked at $34.9K in Q4 2024. 46 funds tracked by Wall St. Rank hold TYA as of Q2 2025.

  • Capital A Wealth Management held 22 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $313 as of Q2 2025.
  • Capital A Wealth Management sold 1,248 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2025, an estimated $16.3K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up ﹤0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #401 holding.
  • Capital A Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $34.9K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.