TYA — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in SMART Wealth LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which SMART Wealth LLC 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.

Peak position
0.1% (2025 Q1)
Avg. % of fund
0.08%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,337 -12,889 -55.5% 0.05% $141K $13.39
2025 Q2 ADDED 23,226 +1,746 +8.1% 0.10% $313K $13.16
2025 Q1 ADDED 21,480 +6,730 +45.6% 0.10% $284K $12.78
2024 Q4 INITIATED 14,750 — — 0.06% $181K $11.76
% 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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