Mid-American Wealth Advisory Group, Inc. TYA β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Mid-American Wealth Advisory Group, Inc.  Β·  4 quarters on record

AI Ownership Summary

Mid-American Wealth Advisory Group, Inc. reported SIMPLIFY EXCHANGE TRADED FUN (TYA) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 1.8% in 2025 Q1. The latest visible filing shows TYA at 0.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TYA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mid-American Wealth Advisory Group, Inc.'s position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TYA was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mid-American Wealth Advisory Group, Inc. held TYA β€” position size vs. price
% of Fund (quarterly)    TYA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 198,552 -73,874 -27.1% 0.92% $2.5M 2026-07-16 $12.56
2025 Q2 ADDED β€” β€” β€” 272,426 +18,259 +7.2% 1.75% $3.7M 2025-07-30 $12.68
2025 Q1 ADDED β€” β€” β€” 254,167 +16,288 +6.8% 1.80% $3.4M 2025-04-09 $12.53
2024 Q4 INITIATED β€” β€” β€” 237,879 β€” β€” 1.72% $2.9M 2025-01-13 $11.16

FAQ About Mid-American Wealth Advisory Group, Inc. and TYA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mid-American Wealth Advisory Group, Inc. reported owning TYA?

Mid-American Wealth Advisory Group, Inc. reported TYA across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported TYA position in Mid-American Wealth Advisory Group, Inc.'s portfolio?

The largest reported portfolio weight for TYA was 1.80% in 2025 Q1.

What is the latest reported TYA position on this page?

The most recent filing on this page is 2026 Q2, when Mid-American Wealth Advisory Group, Inc. reported 198,552 shares, equal to 0.92% of portfolio, with an estimated market value of $2.5M.

What does the chart on this TYA ownership page compare?

The chart compares Mid-American Wealth Advisory Group, Inc.'s quarterly TYA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mid-American Wealth Advisory Group, Inc. time their TYA position?

Based on 13F filing dates vs. subsequent TYA price moves, Mid-American Wealth Advisory Group, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on TYA relative to SPY over the holding period was +6.5%.

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