Richard W. Paul & Associates’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Richard W. Paul & Associates’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 Q3	–	Sell	-118	Closed	-$1.6K	–	347
2025 Q2	$1.6K	Sell	118 -4	-3%	-$52	﹤0.01%	310
2025 Q1	$1.62K	Buy	122 +1	+0.8%	+$13	﹤0.01%	299
2024 Q4	$1.49K	Buy	121 +65	+116%	+$848	﹤0.01%	439
2024 Q3	$798	Buy	56 +1	+2%	+$14	﹤0.01%	469
2024 Q2	$711	Buy	55 +1	+2%	+$13	﹤0.01%	468
2024 Q1	$724	Hold	54	–	–	﹤0.01%	476
2023 Q4	$765	Buy	54 +16	+42%	+$208	﹤0.01%	457
2023 Q3	$483	Buy	+38	New	+$527	﹤0.01%	476

Other funds holding TYA

TWD

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HCA

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

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Richard W. Paul & Associates's TYA Position: Q3 2025 in Review

Richard W. Paul & Associates sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q3 2025, closing a stake of 118 shares — an estimated $1.6K sold.

Richard W. Paul & Associates first reported a position in TYA in Q3 2023 and held it in 8 quarters. The position peaked at $1.62K in Q1 2025. 39 funds tracked by Wall St. Rank hold TYA as of Q3 2025.

Richard W. Paul & Associates reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 118 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $1.6K.
Richard W. Paul & Associates first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2023 and held it in 8 quarters.
Richard W. Paul & Associates's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $1.62K in Q1 2025.
39 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2025.

Based on Richard W. Paul & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.