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Regal Investment Advisors’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Regal Investment 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
2023
Q4 		– Sell
-13,721
Closed -$174K – 566
2023
Q3 		$174K Buy
+13,721
New +$190K 0.01% 473

Other funds holding TYA

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Regal Investment Advisors's TYA Position: Q4 2023 in Review

Regal Investment Advisors sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2023, closing a stake of 13,721 shares — an estimated $174K sold.

Regal Investment Advisors first reported a position in TYA in Q3 2023 and held it in 1 quarter. The position peaked at $174K in Q3 2023. 24 funds tracked by Wall St. Rank hold TYA as of Q4 2023.

  • Regal Investment Advisors reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 13,721 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2023, an estimated $174K.
  • Regal Investment Advisors first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2023 and held it in 1 quarter.
  • Regal Investment Advisors's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $174K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2023.

Based on Regal Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.