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

Straight Path 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
Q2 		$210K Sell
16,469
-1,500
-8% -$19.3K 0.05% 133
2026
Q1 		$236K Buy
17,969
+750
+4% +$10.1K 0.06% 111
2025
Q4 		$232K Buy
17,219
+4,950
+40% +$68.1K 0.06% 111
2025
Q3 		$167K Hold
12,269
– – 0.05% 136
2025
Q2 		$166K Buy
12,269
+500
+4% +$6.55K 0.06% 115
2025
Q1 		$156K Buy
11,769
+969
+9% +$12.2K 0.06% 107
2024
Q4 		$133K Buy
+10,800
New +$141K 0.05% 93

Other funds holding TYA

TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Straight Path Wealth Management's TYA Position: Q2 2026 in Review

Straight Path Wealth Management reduced its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 8.3% in Q2 2026, selling an estimated $19.3K and leaving 16,469 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #133.

Straight Path Wealth Management first reported a position in TYA in Q4 2024 and has held it in 7 quarters since. The position peaked at $236K in Q1 2026. 35 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • Straight Path Wealth Management held 16,469 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $210K as of Q2 2026.
  • Straight Path Wealth Management sold 1,500 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $19.3K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.05% of Straight Path Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Straight Path Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • Straight Path Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $236K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.