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Principal Securities’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Principal Securities’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
Q4 		– Sell
-4,331
Closed -$58.9K – 3361
2025
Q3 		$58.9K Sell
4,331
-206
-5% -$2.77K ﹤0.01% 1875
2025
Q2 		$61.2K Buy
4,537
+3,112
+218% +$40.7K ﹤0.01% 1775
2025
Q1 		$17.5K Hold
1,425
– – ﹤0.01% 2276
2024
Q4 		$17.5K Hold
1,425
– – ﹤0.01% 2273
2024
Q3 		$20.5K Buy
+1,425
New +$20K ﹤0.01% 2109

Other funds holding TYA

TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Principal Securities's TYA Position: Q4 2025 in Review

Principal Securities sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2025, closing a stake of 4,331 shares — an estimated $58.9K sold.

Principal Securities first reported a position in TYA in Q3 2024 and held it in 5 quarters. The position peaked at $61.2K in Q2 2025. 34 funds tracked by Wall St. Rank hold TYA as of Q4 2025.

  • Principal Securities reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 4,331 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2025, an estimated $58.9K.
  • Principal Securities first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $61.2K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.