Osaic Holdings

Osaic Holdings’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Osaic Holdings’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 Q1	$133K	Sell	10,174 -88	-0.9%	-$1.19K	﹤0.01%	4476
2025 Q4	$138K	Sell	10,262 -177	-2%	-$2.44K	﹤0.01%	4439
2025 Q3	$142K	Sell	10,439 -2,264	-18%	-$30.4K	﹤0.01%	4494
2025 Q2	$171K	Buy	+12,703	New	+$166K	﹤0.01%	4066
2025 Q1	–	Sell	-1,121	Closed	-$13.8K	–	7712
2024 Q4	$13.8K	Buy	1,121 +424	+61%	+$5.53K	﹤0.01%	5591
2024 Q3	$10K	Hold	697	–	–	﹤0.01%	5810
2024 Q2	$9.03K	Hold	697	–	–	﹤0.01%	5845
2024 Q1	$9.3K	Hold	697	–	–	﹤0.01%	5781
2023 Q4	$9.9K	Hold	697	–	–	﹤0.01%	5833
2023 Q3	$8.86K	Hold	697	–	–	﹤0.01%	5985
2023 Q2	$10.2K	Hold	697	–	–	﹤0.01%	5943
2023 Q1	$11.3K	Hold	697	–	–	﹤0.01%	5906
2022 Q4	$11K	Buy	+697	New	+$10.7K	﹤0.01%	5903

Other funds holding TYA

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Whalen Wealth Management Las Vegas, Nevada $187M AUM 18.9% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return