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Lloyd Advisory Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Lloyd Advisory Services’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-553
Closed -$25K – 350
2022
Q1 		$25K Buy
+553
New +$24.3K 0.01% 315

Other funds holding LRGF

SFS
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SWM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lloyd Advisory Services's LRGF Position: Q2 2022 in Review

Lloyd Advisory Services sold out of iShares US Equity Factor ETF (LRGF) in Q2 2022, closing a stake of 553 shares — an estimated $25K sold.

Lloyd Advisory Services first reported a position in LRGF in Q1 2022 and held it in 1 quarter. The position peaked at $25K in Q1 2022. 141 funds tracked by Wall St. Rank hold LRGF as of Q2 2022.

  • Lloyd Advisory Services reported no remaining iShares US Equity Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 553 iShares US Equity Factor ETF shares in Q2 2022, an estimated $25K.
  • Lloyd Advisory Services first reported a position in iShares US Equity Factor ETF in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares US Equity Factor ETF position peaked at $25K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.