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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

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

LAS

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

BWM

BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

PFA

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Commonwealth Equity Services's TYA Position: Q4 2023 in Review

Commonwealth Equity Services sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2023, closing a stake of 23,619 shares — an estimated $300K sold.

Commonwealth Equity Services first reported a position in TYA in Q2 2023 and held it in 2 quarters. The position peaked at $764K in Q2 2023. 24 funds tracked by Wall St. Rank hold TYA as of Q4 2023.

Commonwealth Equity Services reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2023 after selling out during the quarter.
Commonwealth Equity Services sold 23,619 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2023, an estimated $300K.
Commonwealth Equity Services first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2023 and held it in 2 quarters.
Commonwealth Equity Services's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $764K in Q2 2023.
24 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.