Purchases and Sales Made in Q3 2025 in Simplify Exchange Traded Fds S (TYA)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (TYA) during Q3 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
154KNew |
N/A
|
154K
$1.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
77.1KNew |
N/A
|
77.1K
$980K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29.1K+ 3.91% |
N/A
|
774K
$9.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
3.83K+ 1.37% |
N/A
|
284K
$3.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.05K+ 0.3% |
N/A
|
349K
$4.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800New |
N/A
|
800
$10.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
439New |
N/A
|
439
$5.58K
|
|
|
Oct 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
149+ 0.91% |
N/A
|
16.5K
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-646- 3.11% |
N/A
|
20.1K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-664- 49.15% |
N/A
|
687
$8.73K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.55K- 10.42% |
N/A
|
13.3K
$169K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-3.56K- 46.56% |
N/A
|
4.09K
$52K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-34.6K- 76.85% |
N/A
|
10.4K
$132K
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-2.86M- 94.76% |
N/A
|
158K
$2.01M
|