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 Q2	$149K	Buy	11,658 +1,484	+15%	+$19.1K	﹤0.01%	4658
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

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

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Osaic Holdings's TYA Position: Q2 2026 in Review

Osaic Holdings increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 15% in Q2 2026, buying an estimated $19.1K and bringing the position to 11,658 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #4658.

Osaic Holdings first reported a position in TYA in Q4 2022 and has held it in 14 quarters since. The position peaked at $171K in Q2 2025. 35 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

Osaic Holdings held 11,658 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $149K as of Q2 2026.
Osaic Holdings bought 1,484 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $19.1K.
Simplify Intermediate Term Treasury Futures Strategy ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4658 holding.
Osaic Holdings first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2022 and has held it in 14 quarters since.
Osaic Holdings's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $171K in Q2 2025.
35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.