PCS
TYA icon

Private Client Services’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Private Client 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
2026
Q2 		$691K Sell
54,090
-29,830
-36% -$384K 0.18% 102
2026
Q1 		$1.1M Buy
83,920
+6,247
+8% +$84.1K 0.33% 62
2025
Q4 		$1.05M Buy
77,673
+535
+0.7% +$7.37K 0.33% 59
2025
Q3 		$1.05M Buy
+77,138
New +$1.04M 0.35% 60

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
CA
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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Private Client Services's TYA Position: Q2 2026 in Review

Private Client Services reduced its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 36% in Q2 2026, selling an estimated $384K and leaving 54,090 shares worth $691K. The position accounts for 0.18% of the portfolio, ranked #102.

Private Client Services first reported a position in TYA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q1 2026. 35 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • Private Client Services held 54,090 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $691K as of Q2 2026.
  • Private Client Services sold 29,830 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $384K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.18% of Private Client Services's portfolio in Q2 2026, its #102 holding.
  • Private Client Services first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Private Client Services's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $1.1M in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.