Lloyd Advisory Services’s American Century Focused Large Cap Value ETF FLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$37.9K Sell
494
-2,629
-84% -$207K 0.01% 300
2025
Q4
$237K Buy
+3,123
New +$233K 0.09% 98

Other funds holding FLV

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

Lloyd Advisory Services reduced its American Century Focused Large Cap Value ETF (FLV) stake by 84% in Q1 2026, selling an estimated $207K and leaving 494 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #300.

Lloyd Advisory Services first reported a position in FLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $237K in Q4 2025. 45 funds tracked by Wall St. Rank hold FLV as of Q1 2026.

  • Lloyd Advisory Services held 494 shares of American Century Focused Large Cap Value ETF worth $37.9K as of Q1 2026.
  • Lloyd Advisory Services sold 2,629 American Century Focused Large Cap Value ETF shares in Q1 2026, an estimated $207K.
  • American Century Focused Large Cap Value ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #300 holding.
  • Lloyd Advisory Services first reported a position in American Century Focused Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's American Century Focused Large Cap Value ETF position peaked at $237K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q1 2026.

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