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 Q2	$3.35K	Buy	+98	New	+$2.89K	﹤0.01%	458
2026 Q1	–	Sell	-85	Closed	-$1.94K	–	1012
2025 Q4	$1.94K	Buy	+85	New	+$1.94K	﹤0.01%	455

Other funds holding RULE

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

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

Lloyd Advisory Services opened a new position in Adaptive Core ETF (RULE) in Q2 2026: 98 shares worth $3.35K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in RULE as recently as Q4 2025.

Lloyd Advisory Services first reported a position in RULE in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold RULE as of Q2 2026.

Lloyd Advisory Services held 98 shares of Adaptive Core ETF worth $3.35K as of Q2 2026.
Adaptive Core ETF was a new Lloyd Advisory Services position in Q2 2026.
Adaptive Core ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #458 holding.
Lloyd Advisory Services first reported a position in Adaptive Core ETF in Q4 2025 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q2 2026.

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