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

Dakota Wealth Management’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
Q3 		– Sell
-131,320
Closed -$1.68M – 813
2026
Q2 		$1.68M Buy
+131,320
New +$1.69M 0.03% 344

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Lloyd Advisory Services
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Authentikos Wealth Advisory
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Dakota Wealth Management's TYA Position: Q3 2026 in Review

Dakota Wealth Management sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q3 2026, closing a stake of 131,320 shares — an estimated $1.68M sold.

Dakota Wealth Management first reported a position in TYA in Q2 2026 and held it in 1 quarter. The position peaked at $1.68M in Q2 2026. 26 funds tracked by Wall St. Rank hold TYA as of Q3 2026.

  • Dakota Wealth Management reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 131,320 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $1.68M.
  • Dakota Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2026 and held it in 1 quarter.
  • Dakota Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $1.68M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2026.

Based on Dakota Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.