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

EverSource Wealth 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
Q3 		$1.64K Buy
+150
New +$1.82K ﹤0.01% 3817

Other funds holding TYA

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Continuum Advisory
Continuum Advisory Eagle, Idaho $1.23B AUM 21.4% 1-Year Est. Return
Stapp Wealth Management
Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $159M AUM 16.78% 1-Year Est. Return

EverSource Wealth Advisors's TYA Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q3 2026: 150 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #3817 among its holdings.

28 funds tracked by Wall St. Rank hold TYA as of Q3 2026.

  • EverSource Wealth Advisors held 150 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $1.64K as of Q3 2026.
  • Simplify Intermediate Term Treasury Futures Strategy ETF was a new EverSource Wealth Advisors position in Q3 2026.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3817 holding.
  • 28 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.