Howard Bailey Securities’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Howard Bailey Securities’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	–	Sell	-18,013	Closed	-$243K	–	152
2025 Q4	$243K	Sell	18,013 -33,461	-65%	-$461K	0.1%	121
2025 Q3	$701K	Sell	51,474 -79,356	-61%	-$1.07M	0.2%	69
2025 Q2	$1.76M	Buy	130,830 +10,166	+8%	+$133K	0.54%	43
2025 Q1	$1.6M	Buy	120,664 +45,943	+61%	+$580K	0.53%	50
2024 Q4	$917K	Buy	74,721 +14,157	+23%	+$185K	0.34%	51
2024 Q3	$870K	Buy	+60,564	New	+$849K	0.33%	53

Other funds holding TYA

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

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

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

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

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