TYA — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Brookstone Capital Management  ·  4 quarters on record

This page tracks every 13F SEC filing in which Brookstone Capital Management reported a position in SIMPLIFY EXCHANGE TRADED FUN (TYA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,313 -1,548 -10.4% 0.00% $181K $13.39
2025 Q2 REDUCED 14,861 -1,397 -8.6% 0.00% $200K $13.16
2024 Q3 ADDED 16,258 +5,962 +57.9% 0.00% $234K $13.58
2023 Q2 INITIATED 10,296 — — 0.00% $144K $13.16
% of Fund (quarterly)    TYA price (monthly, adj. close)

Other funds also holding TYA

As of 2025 Q4 — sorted by position size

STAPP WEALTH MANAGEMENT, PLLC 3Y 4.55% True Wealth Design, LLC 3Y 3.27% Lloyd Advisory Services, LLC. 3Y 0.68% Hilltop Holdings Inc. 3Y 7Y 0.42% Heck Capital Advisors, LLC 0.38% PRIVATE CLIENT SERVICES, LLC 0.33% Whalen Wealth Management Inc. 0.32% Elevated Capital Advisors, LLC 3Y 0.19% NDVR, Inc. 0.18% Authentikos Wealth Advisory, LLC 0.18%
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