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Professional Financial Advisors’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Professional Financial Advisors’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 		– Sell
-19,955
Closed -$269K – 149
2025
Q4 		$269K Sell
19,955
-151
-0.8% -$2.08K 0.06% 114
2025
Q3 		$274K Sell
20,106
-646
-3% -$8.68K 0.06% 108
2025
Q2 		$280K Buy
20,752
+220
+1% +$2.88K 0.06% 100
2025
Q1 		$272K Buy
20,532
+988
+5% +$12.5K 0.07% 93
2024
Q4 		$240K Buy
19,544
+1,387
+8% +$18.1K 0.06% 99
2024
Q3 		$261K Buy
18,157
+11
+0.1% +$154 0.07% 93
2024
Q2 		$235K Buy
18,146
+423
+2% +$5.4K 0.06% 96
2024
Q1 		$237K Sell
17,723
-43,609
-71% -$591K 0.07% 96
2023
Q4 		$872K Buy
61,332
+3,032
+5% +$39.4K 0.29% 52
2023
Q3 		$741K Buy
+58,300
New +$809K 0.34% 53

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
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $222M AUM 32.27% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Professional Financial Advisors's TYA Position: Q1 2026 in Review

Professional Financial Advisors sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q1 2026, closing a stake of 19,955 shares — an estimated $269K sold.

Professional Financial Advisors first reported a position in TYA in Q3 2023 and held it in 10 quarters. The position peaked at $872K in Q4 2023. 30 funds tracked by Wall St. Rank hold TYA as of Q1 2026.

  • Professional Financial Advisors reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Professional Financial Advisors sold 19,955 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $269K.
  • Professional Financial Advisors first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2023 and held it in 10 quarters.
  • Professional Financial Advisors's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $872K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Professional Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.