Lloyd Advisory Services’s Adaptive Core ETF RULE Stock Holding History

Lloyd Advisory Services’s Portfolio RULE Stock Details RULE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-85	Closed	-$1.94K	–	1018
2025 Q4	$1.94K	Buy	+85	New	+$1.94K	﹤0.01%	455

Other funds holding RULE

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $221M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return