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

TCFG 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
2024 Q4	–	Sell	-16,300	Closed	-$234K	–	243
2024 Q3	$234K	Buy	+16,300	New	+$228K	0.12%	190

Other funds holding TYA

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return