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

FSR 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
2025
Q3 		– Sell
-13,559
Closed -$183K – 43
2025
Q2 		$183K Buy
13,559
+636
+5% +$8.33K 0.23% 35
2025
Q1 		$171K Buy
+12,923
New +$163K 0.23% 39

Other funds holding TYA

TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FSR Wealth Management's TYA Position: Q3 2025 in Review

FSR Wealth Management sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q3 2025, closing a stake of 13,559 shares — an estimated $183K sold.

FSR Wealth Management first reported a position in TYA in Q1 2025 and held it in 2 quarters. The position peaked at $183K in Q2 2025. 39 funds tracked by Wall St. Rank hold TYA as of Q3 2025.

  • FSR Wealth Management reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • FSR Wealth Management sold 13,559 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $183K.
  • FSR Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q1 2025 and held it in 2 quarters.
  • FSR Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $183K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2025.

Based on FSR Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.