Lloyd Advisory Services’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Lloyd Advisory Services’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	$57.8K	Sell	4,399 -126,186	-97%	-$1.7M	0.02%	253
2025 Q4	$1.76M	Sell	130,585 -182,822	-58%	-$2.52M	0.68%	24
2025 Q3	$4.27M	Sell	313,407 -323,331	-51%	-$4.35M	2.01%	13
2025 Q2	$8.59M	Buy	636,738 +63,569	+11%	+$832K	4.15%	7
2025 Q1	$7.58M	Buy	573,169 +221,436	+63%	+$2.79M	3.81%	8
2024 Q4	$4.32M	Buy	351,733 +20,612	+6%	+$269K	2.05%	12
2024 Q3	$4.76M	Buy	331,121 +85,695	+35%	+$1.2M	2.3%	11
2024 Q2	$3.18M	Sell	245,426 -391,902	-61%	-$5M	1.5%	15
2024 Q1	$15.3M	Buy	637,328 +453,249	+246%	+$6.14M	3.26%	5
2023 Q4	$2.62M	Buy	+184,079	New	+$2.39M	1.24%	19

Other funds holding TYA

True Wealth Design Akron, Ohio $360M AUM 18.28% 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 $1.1B AUM 24.7% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return