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Montgomery Financial Services’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Montgomery Financial 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 		$2.06K Buy
+161
New +$2.07K ﹤0.01% 271

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

Montgomery Financial Services's TYA Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q2 2026: 161 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings.

35 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • Montgomery Financial Services held 161 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $2.06K as of Q2 2026.
  • Simplify Intermediate Term Treasury Futures Strategy ETF was a new Montgomery Financial Services position in Q2 2026.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #271 holding.
  • 35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.