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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

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 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
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

TCFG Wealth Management's TYA Position: Q4 2024 in Review

TCFG Wealth Management sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2024, closing a stake of 16,300 shares — an estimated $234K sold.

TCFG Wealth Management first reported a position in TYA in Q3 2024 and held it in 1 quarter. The position peaked at $234K in Q3 2024. 35 funds tracked by Wall St. Rank hold TYA as of Q4 2024.

  • TCFG Wealth Management reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • TCFG Wealth Management sold 16,300 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2024, an estimated $234K.
  • TCFG Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2024 and held it in 1 quarter.
  • TCFG Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $234K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2024.

Based on TCFG Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.