Integrated Wealth Concepts
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Integrated Wealth Concepts’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Integrated Wealth Concepts’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
2022
Q4 		– Sell
-120,908
Closed -$1.85M – 1077
2022
Q3 		$1.85M Buy
+120,908
New +$2.15M 0.06% 307

Other funds holding TYA

WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
Stapp Wealth Management
Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Smith Anglin Financial
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Integrated Wealth Concepts's TYA Position: Q4 2022 in Review

Integrated Wealth Concepts sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2022, closing a stake of 120,908 shares — an estimated $1.85M sold.

Integrated Wealth Concepts first reported a position in TYA in Q3 2022 and held it in 1 quarter. The position peaked at $1.85M in Q3 2022. 14 funds tracked by Wall St. Rank hold TYA as of Q4 2022.

  • Integrated Wealth Concepts reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 120,908 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2022, an estimated $1.85M.
  • Integrated Wealth Concepts first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2022 and held it in 1 quarter.
  • Integrated Wealth Concepts's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $1.85M in Q3 2022.
  • 14 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2022.

Based on Integrated Wealth Concepts's 13F filing for Q4 2022, filed 13 Feb 2023.