AE Wealth Management LLC Trims Stock Position in Simplify Intermediate Term Treasury Futures Strategy ETF $TYA

AE Wealth Management LLC reduced its holdings in Simplify Intermediate Term Treasury Futures Strategy ETF (BATS:TYA) by 49.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 341,032 shares of the company’s stock after selling 339,826 shares during the quarter. AE Wealth Management LLC owned about 3.00% of Simplify Intermediate Term Treasury Futures Strategy ETF worth $4,604,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Heck Capital Advisors LLC boosted its stake in shares of Simplify Intermediate Term Treasury Futures Strategy ETF by 0.3% in the third quarter. Heck Capital Advisors LLC now owns 349,100 shares of the company’s stock valued at $4,751,000 after buying an additional 1,048 shares in the last quarter. Networth Advisors LLC purchased a new stake in shares of Simplify Intermediate Term Treasury Futures Strategy ETF in the fourth quarter valued at approximately $32,000. Stapp Wealth Management Pllc boosted its stake in shares of Simplify Intermediate Term Treasury Futures Strategy ETF by 1.4% in the third quarter. Stapp Wealth Management Pllc now owns 283,805 shares of the company’s stock valued at $3,863,000 after buying an additional 3,827 shares in the last quarter. CreativeOne Wealth LLC boosted its stake in shares of Simplify Intermediate Term Treasury Futures Strategy ETF by 70.2% in the third quarter. CreativeOne Wealth LLC now owns 23,586 shares of the company’s stock valued at $321,000 after buying an additional 9,727 shares in the last quarter. Finally, Osaic Holdings Inc. purchased a new stake in shares of Simplify Intermediate Term Treasury Futures Strategy ETF in the second quarter valued at approximately $171,000.

Simplify Intermediate Term Treasury Futures Strategy ETF Stock Performance

Simplify Intermediate Term Treasury Futures Strategy ETF stock opened at $13.38 on Monday. Simplify Intermediate Term Treasury Futures Strategy ETF has a 1-year low of $12.57 and a 1-year high of $14.12. The stock’s 50 day moving average price is $13.42 and its 200 day moving average price is $13.58.

Simplify Intermediate Term Treasury Futures Strategy ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Friday, February 27th. Investors of record on Tuesday, February 24th were paid a $0.03 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 2.7%. This is a boost from Simplify Intermediate Term Treasury Futures Strategy ETF’s previous monthly dividend of $0.02. The ex-dividend date was Tuesday, February 24th.

Simplify Intermediate Term Treasury Futures Strategy ETF Profile

The Simplify Risk Parity Treasury ETF (TYA) is an exchange-traded fund that is based on the ICE 20plus Year US Treasury index. The fund seeks to match or outperform a US Treasury 20+ year index for a calendar quarter. The portfolio utilizes futures, call, and put options on US Treasury futures, ETFs, and government securities. TYA was launched on Sep 27, 2021 and is managed by Simplify.