LAS
PVEX

Lloyd Advisory Services’s TrueShares ConVequity ETF PVEX Stock Holding History

Lloyd Advisory Services’s Portfolio PVEX Stock Details PVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-19
Closed -$521 – 1061
2026
Q1 		$521 Buy
+19
New +$537 ﹤0.01% 769

Other funds holding PVEX

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

Lloyd Advisory Services's PVEX Position: Q2 2026 in Review

Lloyd Advisory Services sold out of TrueShares ConVequity ETF (PVEX) in Q2 2026, closing a stake of 19 shares — an estimated $521 sold.

Lloyd Advisory Services first reported a position in PVEX in Q1 2026 and held it in 1 quarter. The position peaked at $521 in Q1 2026. 6 funds tracked by Wall St. Rank hold PVEX as of Q2 2026.

  • Lloyd Advisory Services reported no remaining TrueShares ConVequity ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 19 TrueShares ConVequity ETF shares in Q2 2026, an estimated $521.
  • Lloyd Advisory Services first reported a position in TrueShares ConVequity ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's TrueShares ConVequity ETF position peaked at $521 in Q1 2026.
  • 6 funds tracked by Wall St. Rank held TrueShares ConVequity ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.