Coppell Advisory Solutions’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-637	Closed	-$7.85K	–	1759
2024 Q4	$7.85K	Sell	637 -4	-0.6%	-$52	﹤0.01%	1198
2024 Q3	$9.29K	Hold	641	–	–	﹤0.01%	1107
2024 Q2	$8.3K	Buy	+641	New	+$8.18K	﹤0.01%	1070

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

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

BOSSRA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Coppell Advisory Solutions's TYA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q1 2025, closing a stake of 637 shares — an estimated $7.85K sold.

Coppell Advisory Solutions first reported a position in TYA in Q2 2024 and held it in 3 quarters. The position peaked at $9.29K in Q3 2024. 43 funds tracked by Wall St. Rank hold TYA as of Q1 2025.

Coppell Advisory Solutions reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 637 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q1 2025, an estimated $7.85K.
Coppell Advisory Solutions first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2024 and held it in 3 quarters.
Coppell Advisory Solutions's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $9.29K in Q3 2024.
43 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.