Carson Wealth (CWM LLC)
TYA icon

Carson Wealth (CWM LLC)’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Carson Wealth (CWM LLC)’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 		– Sell
-27
Closed – – 5313
2025
Q1 		$0 Hold
27
– – ﹤0.01% 5207
2024
Q4 		$0 Hold
27
– – ﹤0.01% 5175
2024
Q3 		$0 Hold
27
– – ﹤0.01% 5159
2024
Q2 		$0 Buy
+27
New +$345 ﹤0.01% 4953

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 $18.5B AUM 19.51% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 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 $78.3M AUM 25.85% 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 $150M AUM 18.29% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TYA Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q2 2025, closing a stake of 27 shares.

Carson Wealth (CWM LLC) first reported a position in TYA in Q2 2024 and held it in 4 quarters. The position peaked at $0 in Q1 2025. 46 funds tracked by Wall St. Rank hold TYA as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 27 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $0 in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.