Smith Anglin Financial’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Smith Anglin Financial’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 Q1	–	Sell	-11,252	Closed	-$171K	–	177
2022 Q4	$171K	Sell	11,252 -2,100	-16%	-$32.3K	0.03%	150
2022 Q3	$204K	Sell	13,352 -3,898	-23%	-$69.2K	0.04%	136
2022 Q2	$314K	Buy	+17,250	New	+$316K	0.09%	93

Other funds holding TYA

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SAM

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

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

RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AFA

Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Smith Anglin Financial's TYA Position: Q1 2023 in Review

Smith Anglin Financial sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q1 2023, closing a stake of 11,252 shares — an estimated $171K sold.

Smith Anglin Financial first reported a position in TYA in Q2 2022 and held it in 3 quarters. The position peaked at $314K in Q2 2022. 11 funds tracked by Wall St. Rank hold TYA as of Q1 2023.

Smith Anglin Financial reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q1 2023 after selling out during the quarter.
Smith Anglin Financial sold 11,252 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q1 2023, an estimated $171K.
Smith Anglin Financial first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2022 and held it in 3 quarters.
Smith Anglin Financial's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $314K in Q2 2022.
11 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2023.

Based on Smith Anglin Financial's 13F filing for Q1 2023, filed 11 Apr 2023.