Heck Capital Advisors
TYA icon

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

Heck 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
Q3 		$4.63M Buy
423,305
+39,194
+10% +$475K 0.25% 67
2026
Q2 		$4.9M Buy
384,111
+18,560
+5% +$239K 0.29% 65
2026
Q1 		$4.8M Sell
365,551
-7,224
-2% -$97.3K 0.36% 55
2025
Q4 		$5.03M Buy
372,775
+23,675
+7% +$326K 0.38% 52
2025
Q3 		$4.75M Buy
349,100
+1,048
+0.3% +$14.1K 0.37% 56
2025
Q2 		$4.7M Buy
348,052
+7,013
+2% +$91.8K 0.4% 49
2025
Q1 		$4.51M Buy
+341,039
New +$4.3M 0.51% 47

Other funds holding TYA

Stapp Wealth Management
Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 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
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
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Lane Brothers & Co
Lane Brothers & Co Prescott, Arizona $99.1M AUM 12.27% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

Heck Capital Advisors's TYA Position: Q3 2026 in Review

Heck Capital Advisors increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 10% in Q3 2026, buying an estimated $475K and bringing the position to 423,305 shares worth $4.63M. The position accounts for 0.25% of the portfolio, ranked #67.

Heck Capital Advisors first reported a position in TYA in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.03M in Q4 2025. 22 funds tracked by Wall St. Rank hold TYA as of Q3 2026.

  • Heck Capital Advisors held 423,305 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $4.63M as of Q3 2026.
  • Heck Capital Advisors bought 39,194 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $475K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.25% of Heck Capital Advisors's portfolio in Q3 2026, its #67 holding.
  • Heck Capital Advisors first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q1 2025 and has held it in 7 quarters since.
  • Heck Capital Advisors's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $5.03M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.