Luken Investment Analytics
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Luken Investment Analytics’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Luken Investment Analytics’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
2023
Q1 		– Sell
-4
Closed -$61 – 143
2022
Q4 		$61 Buy
+4
New +$61 ﹤0.01% 141

Other funds holding TYA

WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Stapp Wealth Management
Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Luken Investment Analytics's TYA Position: Q1 2023 in Review

Luken Investment Analytics sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q1 2023, closing a stake of 4 shares — an estimated $61 sold.

Luken Investment Analytics first reported a position in TYA in Q4 2022 and held it in 1 quarter. The position peaked at $61 in Q4 2022. 11 funds tracked by Wall St. Rank hold TYA as of Q1 2023.

  • Luken Investment Analytics reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Luken Investment Analytics sold 4 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q1 2023, an estimated $61.
  • Luken Investment Analytics first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2022 and held it in 1 quarter.
  • Luken Investment Analytics's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $61 in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2023.

Based on Luken Investment Analytics's 13F filing for Q1 2023, filed 4 Apr 2023.