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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.52B AUM 10.69% 1-Year Est. Return

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

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

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