Stapp Wealth Management, Pllc / TYA
Stapp Wealth Management, Pllc’s Simplify Exchange Traded Fun Position
Does Stapp Wealth Management, Pllc own Simplify Exchange Traded Fun (TYA)? Yes — 216.4K shares worth $3M (+3.63% of its 13F portfolio) as of Q1 2026, down from 261.6K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
216.4K
% of Portfolio
+3.63%
Quarters Held
15
currently held
Position History TYA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 216.4K | $3M | +3.63% |
| Q4 2025 | 261.6K | $4M | +4.55% |
| Q3 2025 | 283.8K | $4M | +5.19% |
| Q2 2025 | 280.0K | $4M | +5.43% |
| Q1 2025 | 281.3K | $4M | +5.73% |
| Q4 2024 | 262.7K | $3M | +5.03% |
| Q3 2024 | 246.2K | $4M | +5.71% |
| Q2 2024 | 245.2K | $3M | +5.50% |
| Q1 2024 | 224.6K | $3M | +5.23% |
| Q4 2023 | 210.7K | $3M | +5.03% |
| Q3 2023 | 201.4K | $3M | +4.93% |
| Q2 2023 | 200.4K | $3M | +5.83% |
| Q1 2023 | 195.8K | $3M | +4.37% |
| Q4 2022 | 13.9K | $211,000 | +0.51% |
| Q3 2022 | 14.1K | $215,000 | +0.63% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stapp Wealth Management, Pllc’s full portfolio or all institutional holders of TYA.