Commonwealth Equity Services

Commonwealth Equity Services’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Commonwealth Equity Services’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
2023 Q4	–	Sell	-23,619	Closed	-$300K	–	4020
2023 Q3	$300K	Sell	23,619 -28,368	-55%	-$393K	﹤0.01%	3037
2023 Q2	$764K	Buy	+51,987	New	+$825K	﹤0.01%	2296

Other funds holding TYA

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WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return