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COMPASS FINANCIAL MANAGEMENT LLC’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
2026
Q2 		$2.4K Buy
+193
New +$2.48K ﹤0.01% 1293

Other funds holding TYA

TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TYA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q2 2026: 193 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #1293 among its holdings.

28 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 193 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $2.4K as of Q2 2026.
  • Simplify Intermediate Term Treasury Futures Strategy ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1293 holding.
  • 28 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.