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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
Q2 		$322K Buy
25,258
+20,859
+474% +$269K 0.13% 86
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

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

Lloyd Advisory Services's TYA Position: Q2 2026 in Review

Lloyd Advisory Services increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 474% in Q2 2026, buying an estimated $269K and bringing the position to 25,258 shares worth $322K. The position accounts for 0.13% of the portfolio, ranked #86.

Lloyd Advisory Services first reported a position in TYA in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.3M in Q1 2024. 35 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • Lloyd Advisory Services held 25,258 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $322K as of Q2 2026.
  • Lloyd Advisory Services bought 20,859 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $269K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.13% of Lloyd Advisory Services's portfolio in Q2 2026, its #86 holding.
  • Lloyd Advisory Services first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2023 and has held it in 11 quarters since.
  • Lloyd Advisory Services's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $15.3M in Q1 2024.
  • 35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.