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LifeWealth Investments’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

LifeWealth Investments’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
2025
Q4 		– Sell
-20,830
Closed -$284K – 224
2025
Q3 		$284K Sell
20,830
-74,771
-78% -$1.01M 0.04% 199
2025
Q2 		$1.29M Buy
95,601
+15,240
+19% +$200K 0.22% 78
2025
Q1 		$1.06M Buy
80,361
+62,948
+362% +$794K 0.24% 77
2024
Q4 		$214K Buy
+17,413
New +$227K 0.14% 140

Other funds holding TYA

TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

LifeWealth Investments's TYA Position: Q4 2025 in Review

LifeWealth Investments sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2025, closing a stake of 20,830 shares — an estimated $284K sold.

LifeWealth Investments first reported a position in TYA in Q4 2024 and held it in 4 quarters. The position peaked at $1.29M in Q2 2025. 34 funds tracked by Wall St. Rank hold TYA as of Q4 2025.

  • LifeWealth Investments reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 20,830 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2025, an estimated $284K.
  • LifeWealth Investments first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2024 and held it in 4 quarters.
  • LifeWealth Investments's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $1.29M in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.