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Simplify Exchange Traded Fun shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) 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
2025-12-31 $539k 20k 27.26
2024-12-31 $222k 8.0k 27.89
2024-09-30 $216k 8.3k 26.00

More positions owned by Lloyd Advisory Services

Spdr Series Trust State Street Spd (SPYM)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Elevation Series Trust Trueshares Quart (QBER)
Elevation Series Trust Trueshares Struc (SEPZ)
Elevation Series Trust Trueshares Seaso (ONEZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Pimco Etf Tr Ultra Short Govt (BILZ)
Elevation Series Trust Trueshares Strcd (JANZ)
Elevation Series Trust Trueshares Dec (DECZ)

View all positions for Lloyd Advisory Services

Top funds holding Simplify Exchange Traded Fun

CWM
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AE Wealth Management
Independence Wealth Advisors
IAG Wealth Partners
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Assetmark
HighTower Advisors
CLS Investments
Envestnet Asset Management
Wiley Bros.-aintree Capital
Abbington Investment Group

View all funds holding Simplify Exchange Traded Fun