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CreativeOne Wealth’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

CreativeOne Wealth’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 		$680K Buy
53,242
+18,958
+55% +$244K 0.01% 693
2026
Q1 		$450K Buy
34,284
+16,174
+89% +$218K 0.01% 846
2025
Q4 		$244K Sell
18,110
-5,476
-23% -$75.4K 0.01% 1044
2025
Q3 		$321K Buy
23,586
+9,727
+70% +$131K 0.01% 924
2025
Q2 		$187K Buy
+13,859
New +$181K ﹤0.01% 1068

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

CreativeOne Wealth's TYA Position: Q2 2026 in Review

CreativeOne Wealth increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 55% in Q2 2026, buying an estimated $244K and bringing the position to 53,242 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #693.

CreativeOne Wealth first reported a position in TYA in Q2 2025 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • CreativeOne Wealth held 53,242 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $680K as of Q2 2026.
  • CreativeOne Wealth bought 18,958 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $244K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #693 holding.
  • CreativeOne Wealth first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • 35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.