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XY Planning Network’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

XY Planning Network’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
2025
Q1 		– Sell
-20,823
Closed -$256K – 117
2024
Q4 		$256K Buy
+20,823
New +$272K 0.19% 81

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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

XY Planning Network's TYA Position: Q1 2025 in Review

XY Planning Network sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q1 2025, closing a stake of 20,823 shares — an estimated $256K sold.

XY Planning Network first reported a position in TYA in Q4 2024 and held it in 1 quarter. The position peaked at $256K in Q4 2024. 43 funds tracked by Wall St. Rank hold TYA as of Q1 2025.

  • XY Planning Network reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • XY Planning Network sold 20,823 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q1 2025, an estimated $256K.
  • XY Planning Network first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2024 and held it in 1 quarter.
  • XY Planning Network's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $256K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2025.

Based on XY Planning Network's 13F filing for Q1 2025, filed 22 Apr 2025.