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

Whalen 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 		– Sell
-63,740
Closed -$837K – 222
2026
Q1 		$837K Buy
63,740
+19,600
+44% +$264K 0.45% 58
2025
Q4 		$596K Buy
+44,140
New +$608K 0.32% 79

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

Whalen Wealth Management's TYA Position: Q2 2026 in Review

Whalen Wealth Management sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q2 2026, closing a stake of 63,740 shares — an estimated $837K sold.

Whalen Wealth Management first reported a position in TYA in Q4 2025 and held it in 2 quarters. The position peaked at $837K in Q1 2026. 34 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • Whalen Wealth Management reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 63,740 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $837K.
  • Whalen Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $837K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.