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Lloyd Advisory Services’s Mohr Sector Nav ETF SNAV Stock Holding History

Lloyd Advisory Services’s Portfolio SNAV Stock Details SNAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.81K Buy
+73
New +$2.72K ﹤0.01% 470
2026
Q1 		– Sell
-55
Closed -$1.91K – 1019
2025
Q4 		$1.91K Buy
+55
New +$1.91K ﹤0.01% 456

Other funds holding SNAV

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lloyd Advisory Services opened a new position in Mohr Sector Nav ETF (SNAV) in Q2 2026: 73 shares worth $2.81K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in SNAV as recently as Q4 2025.

Lloyd Advisory Services first reported a position in SNAV in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold SNAV as of Q2 2026.

  • Lloyd Advisory Services held 73 shares of Mohr Sector Nav ETF worth $2.81K as of Q2 2026.
  • Mohr Sector Nav ETF was a new Lloyd Advisory Services position in Q2 2026.
  • Mohr Sector Nav ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #470 holding.
  • Lloyd Advisory Services first reported a position in Mohr Sector Nav ETF in Q4 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Mohr Sector Nav ETF as of Q2 2026.

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