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

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

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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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