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Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Lloyd Advisory Services’s Portfolio MART Stock Details MART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,677
Closed -$211K – 105
2024
Q2 		$211K Buy
+6,677
New +$204K 0.1% 88

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Lloyd Advisory Services's MART Position: Q3 2024 in Review

Lloyd Advisory Services sold out of AllianzIM U.S. Equity Buffer10 Mar ETF (MART) in Q3 2024, closing a stake of 6,677 shares — an estimated $211K sold.

Lloyd Advisory Services first reported a position in MART in Q2 2024 and held it in 1 quarter. The position peaked at $211K in Q2 2024. 14 funds tracked by Wall St. Rank hold MART as of Q3 2024.

  • Lloyd Advisory Services reported no remaining AllianzIM U.S. Equity Buffer10 Mar ETF position as of Q3 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 6,677 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q3 2024, an estimated $211K.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q2 2024 and held it in 1 quarter.
  • Lloyd Advisory Services's AllianzIM U.S. Equity Buffer10 Mar ETF position peaked at $211K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q3 2024.

Based on Lloyd Advisory Services's 13F filing for Q3 2024, filed 10 Oct 2024.