Institutions / Lloyd Advisory Services, LLC.
Lloyd Advisory Services, LLC.
CIK 1802474 · Institution · as of Jun 30, 2026
Portfolio value
$258.03M
Positions
628
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$258.03M+0.1%Positions
628+11.5%Top holdings
Jun 30, 2026View all 628 →
| Company | Value | % of portfolio |
|---|---|---|
| Aim ETF Products Trust | $25.02M | 9.7% |
| SPDR Series Trust | $21.76M | 8.4% |
| Aim ETF Products Trust | $19.21M | 7.4% |
| Elevation Series Trust | $19.15M | 7.4% |
| Aim ETF Products Trust | $18.35M | 7.1% |
| Simplify Exchange Traded Fun | $13.88M | 5.4% |
| Aim ETF Products Trust | $9.92M | 3.8% |
| PIMCO ETF Tr | $9.57M | 3.7% |
| Elevation Series Trust | $7.37M | 2.9% |
| Vanguard Index Fds | $7.18M | 2.8% |
| Elevation Series Trust | $5.35M | 2.1% |
| PIMCO ETF Tr | $4.11M | 1.6% |
| iShares MSCI UAE ETF | $2.66M | 1.0% |
| Capitol Ser Tr | $2.41M | 0.9% |
| iShares Tr | $2.35M | 0.9% |
| First Trust Exchange-Traded Fund VIII | $2.32M | 0.9% |
| iShares Inc | $2.24M | 0.9% |
| Invesco Exch Traded Fd Tr II | $2.10M | 0.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $2.06M | 0.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $2.01M | 0.8% |
| iShares Tr | $1.88M | 0.7% |
| PIMCO ETF Tr | $1.86M | 0.7% |
| Vanguard World Fd | $1.81M | 0.7% |
| Nushares ETF Tr | $1.80M | 0.7% |
| Simplify Exchange Traded Fun | $1.69M | 0.7% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 00888H752 Common stock | $25.01M | +719K +198167.77% | 719,712 9.70% of portfolio | medium |
| Q2 2026 as of | Trim | 00888H877 Common stock | $-21.60M | -602K -99.89% | 693 <0.01% of portfolio | medium |
| Q2 2026 as of | Trim | 00888H505 Common stock | $-20.70M | -506K -99.72% | 1,430 0.02% of portfolio | medium |
| Q2 2026 as of | Add | 00888H646 Common stock | $19.16M | +621K +34653.37% | 623,128 7.45% of portfolio | medium |
| Q2 2026 as of | Add | 00888H737 Common stock | $18.15M | +528K +8715.71% | 533,703 7.11% of portfolio | medium |
| Q2 2026 as of | Trim | 00888H687 Common stock | $-16.53M | -495K -99.14% | 4,307 0.06% of portfolio | medium |
| Q2 2026 as of | Trim | 00888H406 Common stock | $-11.88M | -291K -98.65% | 3,991 0.06% of portfolio | medium |
| Q2 2026 as of | Trim | 00888H521 Common stock | $-10.71M | -366K -99.91% | 346 <0.01% of portfolio | medium |
| Q2 2026 as of | Add | 210322608 Common stock | $10.58M | +383K +123.31% | 694,179 7.42% of portfolio | medium |
| Q2 2026 as of | New | 00888H760 Common stock | $9.92M | +254K | 254,388 3.84% of portfolio | medium |