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

Optivise 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
2024
Q3 		– Sell
-13,425
Closed -$174K – 187
2024
Q2 		$174K Buy
+13,425
New +$171K 0.09% 178

Other funds holding TYA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

Optivise Advisory Services's TYA Position: Q3 2024 in Review

Optivise Advisory Services sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q3 2024, closing a stake of 13,425 shares — an estimated $174K sold.

Optivise Advisory Services first reported a position in TYA in Q2 2024 and held it in 1 quarter. The position peaked at $174K in Q2 2024. 30 funds tracked by Wall St. Rank hold TYA as of Q3 2024.

  • Optivise Advisory Services reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 13,425 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $174K.
  • Optivise Advisory Services first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $174K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2024.

Based on Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.