Stapp Wealth Management
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Stapp Wealth Management’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Stapp Wealth Management’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
Q3 		$2.41M Buy
220,586
+3,178
+1% +$38.6K 3.12% 10
2026
Q2 		$2.78M Buy
217,408
+1,052
+0.5% +$13.5K 3.63% 8
2026
Q1 		$2.84M Sell
216,356
-45,283
-17% -$610K 3.63% 8
2025
Q4 		$3.53M Sell
261,639
-22,166
-8% -$305K 4.55% 7
2025
Q3 		$3.86M Buy
283,805
+3,827
+1% +$51.4K 5.19% 7
2025
Q2 		$3.78M Sell
279,978
-1,331
-0.5% -$17.4K 5.43% 7
2025
Q1 		$3.72M Buy
281,309
+18,568
+7% +$234K 5.73% 6
2024
Q4 		$3.22M Buy
262,741
+16,548
+7% +$216K 5.03% 6
2024
Q3 		$3.54M Buy
246,193
+1,005
+0.4% +$14.1K 5.71% 6
2024
Q2 		$3.18M Buy
245,188
+20,576
+9% +$263K 5.5% 6
2024
Q1 		$3M Buy
224,612
+13,878
+7% +$188K 5.23% 6
2023
Q4 		$2.99M Buy
210,734
+9,339
+5% +$121K 5.03% 6
2023
Q3 		$2.56M Buy
201,395
+1,043
+0.5% +$14.5K 4.93% 8
2023
Q2 		$2.95M Buy
200,352
+4,510
+2% +$71.5K 5.83% 5
2023
Q1 		$3.19M Buy
195,842
+181,892
+1,304% +$2.87M 4.37% 6
2022
Q4 		$211K Sell
13,950
-160
-1% -$2.46K 0.51% 18
2022
Q3 		$215K Buy
+14,110
New +$250K 0.63% 17

Other funds holding TYA

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stapp Wealth Management's TYA Position: Q3 2026 in Review

Stapp Wealth Management increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 1.5% in Q3 2026, buying an estimated $38.6K and bringing the position to 220,586 shares worth $2.41M. The position accounts for 3.12% of the portfolio, ranked #10.

Stapp Wealth Management first reported a position in TYA in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.86M in Q3 2025. 10 funds tracked by Wall St. Rank hold TYA as of Q3 2026.

  • Stapp Wealth Management held 220,586 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $2.41M as of Q3 2026.
  • Stapp Wealth Management bought 3,178 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $38.6K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 3.12% of Stapp Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Stapp Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2022 and has held it in 17 quarters since.
  • Stapp Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $3.86M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2026.

Based on Stapp Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.