Simplify Exchange Traded Fun shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) 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 |
|---|---|---|---|
| 2025-09-30 | $14M | 625k | 21.87 |
| 2025-06-30 | $14M | 622k | 22.03 |
| 2025-03-31 | $14M | 653k | 21.97 |
| 2024-12-31 | $12M | 545k | 21.22 |
| 2024-09-30 | $9.2M | 401k | 22.99 |
| 2024-06-30 | $7.4M | 346k | 21.32 |