Lloyd Advisory Services
FLAO icon

Lloyd Advisory Services’s AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF FLAO Stock Holding History

Lloyd Advisory Services’s Portfolio FLAO Stock Details FLAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.3K Sell
844
-26
-3% -$742 0.01% 307
2026
Q2 		$24.6K Buy
+870
New +$24.3K 0.01% 300
2026
Q1 		– Sell
-877
Closed -$24.9K – 1059
2025
Q4 		$24.9K Buy
+877
New +$24.7K 0.01% 308
2024
Q3 		– Sell
-178,732
Closed -$4.62M – 115
2024
Q2 		$4.62M Buy
+178,732
New +$4.48M 2.17% 11

Other funds holding FLAO

SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
TAP
Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return

Lloyd Advisory Services's FLAO Position: Q3 2026 in Review

Lloyd Advisory Services reduced its AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF (FLAO) stake by 3% in Q3 2026, selling an estimated $742 and leaving 844 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #307.

Lloyd Advisory Services first reported a position in FLAO in Q2 2024 and has held it in 4 quarters since. The position peaked at $4.62M in Q2 2024. 7 funds tracked by Wall St. Rank hold FLAO as of Q3 2026.

  • Lloyd Advisory Services held 844 shares of AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF worth $24.3K as of Q3 2026.
  • Lloyd Advisory Services sold 26 AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF shares in Q3 2026, an estimated $742.
  • AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #307 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF in Q2 2024 and has held it in 4 quarters since.
  • Lloyd Advisory Services's AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF position peaked at $4.62M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.