LAS
CNAV

Lloyd Advisory Services’s Mohr Company Nav ETF CNAV Stock Holding History

Lloyd Advisory Services’s Portfolio CNAV Stock Details CNAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.7K Buy
+579
New +$23.1K 0.01% 288
2026
Q1 		– Sell
-487
Closed -$15K – 1065
2025
Q4 		$15K Buy
+487
New +$15K 0.01% 363

Other funds holding CNAV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lloyd Advisory Services opened a new position in Mohr Company Nav ETF (CNAV) in Q2 2026: 579 shares worth $27.7K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in CNAV as recently as Q4 2025.

Lloyd Advisory Services first reported a position in CNAV in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CNAV as of Q2 2026.

  • Lloyd Advisory Services held 579 shares of Mohr Company Nav ETF worth $27.7K as of Q2 2026.
  • Mohr Company Nav ETF was a new Lloyd Advisory Services position in Q2 2026.
  • Mohr Company Nav ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #288 holding.
  • Lloyd Advisory Services first reported a position in Mohr Company Nav ETF in Q4 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Mohr Company Nav ETF as of Q2 2026.

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