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
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
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lloyd Advisory Services's CNAV Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Mohr Company Nav ETF (CNAV) in Q1 2026, closing a stake of 487 shares — an estimated $15K sold.

Lloyd Advisory Services first reported a position in CNAV in Q4 2025 and held it in 1 quarter. The position peaked at $15K in Q4 2025. 6 funds tracked by Wall St. Rank hold CNAV as of Q1 2026.

  • Lloyd Advisory Services reported no remaining Mohr Company Nav ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 487 Mohr Company Nav ETF shares in Q1 2026, an estimated $15K.
  • Lloyd Advisory Services first reported a position in Mohr Company Nav ETF in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's Mohr Company Nav ETF position peaked at $15K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Mohr Company Nav ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.