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LAS

Lloyd Advisory Services Portfolio holdings

AUM $258M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
+8.99%
1 Year Est. Return
+15.83%
3 Year Est. Return
+47.71%
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
-$91.4M
Cap. Flow
-$121M
Cap. Flow %
-46.91%
Top 10 Hldgs %
58.68%
Holding
1,064
New
231
Increased
184
Reduced
211
Closed
437
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLU icon
1026
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
-7,162
Closed -$329K
XMPT icon
1027
VanEck CEF Muni Income ETF
XMPT
$219M
-11,890
Closed -$256K
XOM icon
1028
ExxonMobil
XOM
$644B
-9,152
Closed -$1.55M
XOP icon
1029
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.78B
-1
Closed -$238
XPO icon
1030
XPO
XPO
$22.1B
-20
Closed -$3.89K
XSD icon
1031
State Street SPDR S&P Semiconductor ETF
XSD
$2.59B
-57
Closed -$18.5K
XSOE icon
1032
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.13B
-10
Closed -$408
XT icon
1033
iShares Future Exponential Technologies ETF
XT
$3.96B
-231
Closed -$15.8K
XYL icon
1034
Xylem
XYL
$26B
-150
Closed -$18K
YUM icon
1035
Yum! Brands
YUM
$42B
-11
Closed -$1.64K
ZM icon
1036
Zoom
ZM
$28.7B
-24
Closed -$1.93K
NBOS icon
1037
Neuberger Option Strategy ETF
NBOS
$534M
-6
Closed -$150
DJT icon
1038
Trump Media & Technology Group
DJT
$2.68B
-377
Closed -$3.5K
GEV icon
1039
GE Vernova
GEV
$243B
-646
Closed -$564K
RBRK icon
1040
Rubrik
RBRK
$19.2B
-100
Closed -$4.9K
OKLO
1041
Oklo
OKLO
$7.47B
-162
Closed -$8.03K
SILA
1042
DELISTED
Sila Realty Trust
SILA
-569
Closed -$13.5K
QBUF
1043
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$170M
-9
Closed -$263
QCJL
1044
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$98.8M
-53
Closed -$1.24K
ZAUG
1045
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$136M
-259
Closed -$6.9K
ARTY
1046
iShares Future AI & Tech ETF
ARTY
$3.96B
-1,019
Closed -$47.4K
SMHX
1047
VanEck Fabless Semiconductor ETF
SMHX
$250M
-526
Closed -$19.6K
NSEP
1048
Innovator Growth-100 Power Buffer ETF - September
NSEP
$33.3M
-57
Closed -$1.64K
SEPU
1049
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$162M
-234
Closed -$6.55K
AMTM
1050
Amentum Holdings
AMTM
$4.97B
-1
Closed -$26

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Lloyd Advisory Services's Q2 2026 Portfolio in Review

As of Q2 2026, Lloyd Advisory Services held 1,064 positions worth $258M, down 26% from $349M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Lloyd Advisory Services withdrew a net $121M in Q2 2026, closing 437 positions and reducing 211 holdings. Its most notable exit was ProShares S&P 500 Dividend Aristocrats ETF, an estimated $3.98M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 94% of assets, up from 82% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Lloyd Advisory Services opened a new position in AllianzIM U.S. Equity Buffer20 May ETF worth $25M.

  • Lloyd Advisory Services's largest Q2 2026 buy was AllianzIM U.S. Equity Buffer20 May ETF: 719,712 shares worth $25M.
  • Lloyd Advisory Services added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $19.8M increase.
  • Lloyd Advisory Services's biggest Q2 2026 reduction was Sterling Capital Enhanced Core Bond ETF, cutting an estimated $55M.
  • Lloyd Advisory Services fully exited ProShares S&P 500 Dividend Aristocrats ETF in Q2 2026, selling an estimated $3.98M.
  • Lloyd Advisory Services's ten largest holdings make up 59% of its $258M portfolio in Q2 2026.
  • Lloyd Advisory Services opened 231 new positions and closed 437 in Q2 2026.
  • Lloyd Advisory Services's portfolio value fell 26% quarter-over-quarter to $258M.

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