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

IFP 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	$68.1K	Sell	5,190 -4,288	-45%	-$57.7K	﹤0.01%	2078
2025 Q4	$128K	Buy	9,478 +987	+12%	+$13.6K	﹤0.01%	1635
2025 Q3	$116K	Sell	8,491 -3,507	-29%	-$47.1K	﹤0.01%	1591
2025 Q2	$162K	Buy	11,998 +10,953	+1,048%	+$143K	﹤0.01%	1371
2025 Q1	$13.8K	Hold	1,045	–	–	﹤0.01%	2457
2024 Q4	$12.8K	Buy	1,045 +87	+9%	+$1.13K	﹤0.01%	2440
2024 Q3	$13.8K	Buy	+958	New	+$13.4K	﹤0.01%	2304
2024 Q1	–	Sell	-273	Closed	-$3.88K	–	3242
2023 Q4	$3.88K	Sell	273 -101	-27%	-$1.31K	﹤0.01%	2501
2023 Q3	$4.75K	Sell	374 -583	-61%	-$8.09K	﹤0.01%	2520
2023 Q2	$14.1K	Sell	957 -639	-40%	-$10.1K	﹤0.01%	2171
2023 Q1	$39.9K	Sell	1,596 -273	-15%	-$4.31K	﹤0.01%	1685
2022 Q4	$47K	Hold	1,869	–	–	﹤0.01%	2296
2022 Q3	$47K	Buy	+1,869	New	+$33.2K	﹤0.01%	2421

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