WI
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WJ Interests’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

WJ Interests’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
-636,071
Closed -$9.14M – 21
2024
Q3 		$9.14M Sell
636,071
-5,585
-0.9% -$78.3K 4.03% 9
2024
Q2 		$8.31M Sell
641,656
-15,107
-2% -$193K 4.14% 9
2024
Q1 		$8.77M Sell
656,763
-43,912
-6% -$595K 4.63% 9
2023
Q4 		$9.96M Sell
700,675
-98,778
-12% -$1.28M 6.28% 8
2023
Q3 		$10.2M Buy
799,453
+119,003
+17% +$1.65M 7.07% 6
2023
Q2 		$10.2M Sell
680,450
-7,353
-1% -$117K 6.7% 6
2023
Q1 		$11.3M Buy
687,803
+46,036
+7% +$726K 7.82% 6
2022
Q4 		$9.73M Buy
641,767
+49,075
+8% +$754K 8.07% 6
2022
Q3 		$9.05M Buy
592,692
+254,330
+75% +$4.51M 8.07% 6
2022
Q2 		$6.16M Buy
+338,362
New +$6.2M 4.76% 10

Other funds holding TYA

SAM
Simplify Asset Management Las Vegas, Nevada $6.52B AUM 10.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return