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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
2026
Q2 		$3.22K Buy
+252
New +$3.24K ﹤0.01% 5190
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

TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Integrated Wealth Concepts's TYA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q2 2026: 252 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #5190 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in TYA as recently as Q3 2022.

Integrated Wealth Concepts first reported a position in TYA in Q3 2022 and has held it in 2 quarters since. The position peaked at $1.85M in Q3 2022. 35 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • Integrated Wealth Concepts held 252 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $3.22K as of Q2 2026.
  • Simplify Intermediate Term Treasury Futures Strategy ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5190 holding.
  • Integrated Wealth Concepts first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2022 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $1.85M in Q3 2022.
  • 35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.