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Impact Partnership Wealth’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-140
Closed -$2.06K – 1208
2023
Q2 		$2.06K Buy
+140
New +$2.22K ﹤0.01% 659

Other funds holding TYA

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Impact Partnership Wealth's TYA Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q3 2023, closing a stake of 140 shares — an estimated $2.06K sold.

Impact Partnership Wealth first reported a position in TYA in Q2 2023 and held it in 1 quarter. The position peaked at $2.06K in Q2 2023. 19 funds tracked by Wall St. Rank hold TYA as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 140 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q3 2023, an estimated $2.06K.
  • Impact Partnership Wealth first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $2.06K in Q2 2023.
  • 19 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.