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Simplify Exchange Traded Fun shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 71k 24.58
2024-06-30 $1.7M 70k 24.62

More positions owned by Lloyd Advisory Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Pimco Etf Tr Ultra Short Govt (BILZ)
Aim Etf Products Trust Allianzim U S La (SIXD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Aim Etf Products Trust Allianzim Us Lrg (AUGW)
Elevation Series Trust Trueshares Quart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
Listed Fd Tr Trueshares Dec (DECZ)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)

View all positions for Lloyd Advisory Services

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Peak Financial Advisors
Park Edge Advisors
AE Wealth Management
Encompass More Asset Management
Lloyd Advisory Services
Kestra Advisory Services
Jane Street
Ferguson Shapiro
Legacy Wealth Managment
Legacy Investment Solutions
Redhawk Wealth Advisors
Mid-American Wealth Advisory Group
Nwam
Atria Wealth Solutions

View all funds holding Simplify Exchange Traded Fun