OIA
TYA icon

Optimum Investment Advisors’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Optimum Investment Advisors’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
Q3 		$13.6K Hold
1,000
– – 0.01% 482
2025
Q2 		$13.5K Hold
1,000
– – 0.01% 483
2025
Q1 		$13.2K Hold
1,000
– – 0.01% 486
2024
Q4 		$12.3K Hold
1,000
– – 0.01% 487
2024
Q3 		$14.4K Buy
+1,000
New +$14K 0.01% 491

Other funds holding TYA

TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Optimum Investment Advisors's TYA Position: Q3 2025 in Review

Optimum Investment Advisors held its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) position steady in Q3 2025 at 1,000 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #482.

Optimum Investment Advisors first reported a position in TYA in Q3 2024 and has held it in 5 quarters since. The position peaked at $14.4K in Q3 2024. 39 funds tracked by Wall St. Rank hold TYA as of Q3 2025.

  • Optimum Investment Advisors held 1,000 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $13.6K as of Q3 2025.
  • Optimum Investment Advisors left its Simplify Intermediate Term Treasury Futures Strategy ETF share count unchanged in Q3 2025.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #482 holding.
  • Optimum Investment Advisors first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2024 and has held it in 5 quarters since.
  • Optimum Investment Advisors's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $14.4K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.