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Lloyd Advisory Services’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Lloyd Advisory Services’s Portfolio CRDT Stock Details CRDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.7K Buy
3,556
+2,797
+369% +$64.9K 0.03% 192
2026
Q1 		$17.1K Sell
759
-5,285
-87% -$122K ﹤0.01% 415
2025
Q4 		$141K Buy
+6,044
New +$141K 0.05% 148

Other funds holding CRDT

ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Lloyd Advisory Services's CRDT Position: Q2 2026 in Review

Lloyd Advisory Services increased its Simplify Opportunistic Income ETF (CRDT) stake by 369% in Q2 2026, buying an estimated $64.9K and bringing the position to 3,556 shares worth $83.7K. The position accounts for 0.03% of the portfolio, ranked #192.

Lloyd Advisory Services first reported a position in CRDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $141K in Q4 2025. 18 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Lloyd Advisory Services held 3,556 shares of Simplify Opportunistic Income ETF worth $83.7K as of Q2 2026.
  • Lloyd Advisory Services bought 2,797 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $64.9K.
  • Simplify Opportunistic Income ETF made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #192 holding.
  • Lloyd Advisory Services first reported a position in Simplify Opportunistic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's Simplify Opportunistic Income ETF position peaked at $141K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.