Lloyd Advisory Services
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Lloyd Advisory Services’s TrueShares Quarterly Bull Hedge ETF QBUL Stock Holding History

Lloyd Advisory Services’s Portfolio QBUL Stock Details QBUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.7K Buy
2,971
+2,543
+594% +$61.2K 0.03% 202
2026
Q1 		$10.1K Sell
428
-3,693
-90% -$87.4K ﹤0.01% 484
2025
Q4 		$98.1K Buy
+4,121
New +$106K 0.04% 184
2025
Q3 		– Sell
-118,852
Closed -$3.02M – 120
2025
Q2 		$3.02M Sell
118,852
-3,832
-3% -$95.8K 1.46% 13
2025
Q1 		$3.05M Sell
122,684
-6,061
-5% -$150K 1.53% 13
2024
Q4 		$3.18M Buy
128,745
+39
+0% +$990 1.51% 15
2024
Q3 		$3.26M Buy
+128,706
New +$3.24M 1.58% 16

Other funds holding QBUL

TrueMark Investments
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $829M AUM
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

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

Lloyd Advisory Services increased its TrueShares Quarterly Bull Hedge ETF (QBUL) stake by 594% in Q2 2026, buying an estimated $61.2K and bringing the position to 2,971 shares worth $71.7K. The position accounts for 0.03% of the portfolio, ranked #202.

Lloyd Advisory Services first reported a position in QBUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.26M in Q3 2024. 17 funds tracked by Wall St. Rank hold QBUL as of Q2 2026.

  • Lloyd Advisory Services held 2,971 shares of TrueShares Quarterly Bull Hedge ETF worth $71.7K as of Q2 2026.
  • Lloyd Advisory Services bought 2,543 TrueShares Quarterly Bull Hedge ETF shares in Q2 2026, an estimated $61.2K.
  • TrueShares Quarterly Bull Hedge ETF made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #202 holding.
  • Lloyd Advisory Services first reported a position in TrueShares Quarterly Bull Hedge ETF in Q3 2024 and has held it in 7 quarters since.
  • Lloyd Advisory Services's TrueShares Quarterly Bull Hedge ETF position peaked at $3.26M in Q3 2024.
  • 17 funds tracked by Wall St. Rank held TrueShares Quarterly Bull Hedge ETF as of Q2 2026.

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