Lloyd Advisory Services
SNAV icon

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
Q3 		$3.02K Buy
78
+5
+7% +$194 ﹤0.01% 500
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

Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Lloyd Advisory Services's SNAV Position: Q3 2026 in Review

Lloyd Advisory Services increased its Mohr Sector Nav ETF (SNAV) stake by 6.8% in Q3 2026, buying an estimated $194 and bringing the position to 78 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Lloyd Advisory Services first reported a position in SNAV in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold SNAV as of Q3 2026.

  • Lloyd Advisory Services held 78 shares of Mohr Sector Nav ETF worth $3.02K as of Q3 2026.
  • Lloyd Advisory Services bought 5 Mohr Sector Nav ETF shares in Q3 2026, an estimated $194.
  • Mohr Sector Nav ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #500 holding.
  • Lloyd Advisory Services first reported a position in Mohr Sector Nav ETF in Q4 2025 and has held it in 3 quarters since.
  • 4 funds tracked by Wall St. Rank held Mohr Sector Nav ETF as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.