Elevated Capital Advisors’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Elevated Capital Advisors’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	$157K	Sell	11,983 -47,592	-80%	-$641K	0.04%	252
2025 Q4	$804K	Sell	59,575 -1,765	-3%	-$24.3K	0.19%	142
2025 Q3	$835K	Sell	61,340 -5,389	-8%	-$72.4K	0.21%	129
2025 Q2	$883K	Hold	66,729	–	–	0.25%	119
2025 Q1	$883K	Buy	66,729 +199	+0.3%	+$2.51K	0.25%	119
2024 Q4	$817K	Buy	66,530 +10,695	+19%	+$139K	0.22%	135
2024 Q3	$802K	Buy	55,835 +24,079	+76%	+$338K	0.21%	149
2024 Q2	$411K	Buy	+31,756	New	+$405K	0.12%	183

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 $150M AUM 18.29% 1-Year Est. Return

SWM

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

AWM

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

PCS

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

WWM

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

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

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

Elevated Capital Advisors's TYA Position: Q1 2026 in Review

Elevated Capital Advisors reduced its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 80% in Q1 2026, selling an estimated $641K and leaving 11,983 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #252.

Elevated Capital Advisors first reported a position in TYA in Q2 2024 and has held it in 8 quarters since. The position peaked at $883K in Q2 2025. 30 funds tracked by Wall St. Rank hold TYA as of Q1 2026.

Elevated Capital Advisors held 11,983 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $157K as of Q1 2026.
Elevated Capital Advisors sold 47,592 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $641K.
Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.04% of Elevated Capital Advisors's portfolio in Q1 2026, its #252 holding.
Elevated Capital Advisors first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $883K in Q2 2025.
30 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.