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 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

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

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

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Whalen Wealth Management Las Vegas, Nevada $187M AUM 18.9% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.1B AUM 24.7% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return