Lloyd Advisory Services LLC Portfolio Shifts: Significant Buys and Sells in Q2 2026

As of Lloyd Advisory Services LLC's latest filing on 2026-06-30, the investment advisor has shown notable activity in its portfolio. The firm's holdings have experienced significant changes this quarter compared to the previous period.

Several positions saw substantial increases during this reporting period:

• AIM ETF Products Trust (MAYW), which represents a portfolio allocation of 9.7%, experienced an impressive 167.77% increase in shares, adding approximately 527,649 units.
• AIM ETF Products Trust (JUNW), holding a significant portion of the portfolio at 7.11%, saw its share count rise by about 8,700% or an increase of roughly 527,649 shares.
• AIM ETF Products Trust (MAYT), contributing 3.84% to the total portfolio value, maintained its position with no change in share count from the prior period.
• SPDR Series Trust (SPLG), representing 8.43% of the portfolio, also saw a substantial increase in its share count by approximately 231,715 units.
• Simplify Exchange Traded Fund (TUA), allocated at 5.38%, experienced a significant increase in shares by about 64,100 units.

In contrast to these large inflows, the investor also divested substantial portions of its holdings:

• iShares Trust (IWY), which held a position worth 0.91% of the portfolio, was completely liquidated as its share count decreased by 95.2%.
• iShares Inc (IEMG), contributing 0.87%, saw a drastic reduction in position, with shares down by 83.11%.
• iShares TR (EFG), holding just 0.36%, was reduced significantly by approximately 93,654 shares or a decrease of 93.65%.
• iShares Trust (IWX), contributing 0.57%, experienced an almost complete exit, with shares down by 95.23%.
• iShares TR (EFV), allocated at 0.31%, saw its position reduced sharply, with shares down by 94.81%.

The portfolio also includes other changes and positions:

• PIMCO ETF TR (BILZ), representing 3.71%, saw an increase in shares by about 2,400 units.
• PIMCO ETF TR (LTPZ), holding 1.59%, increased its share count significantly by approximately 7,324 shares.
• Vanguard Index Fund (VOO), contributing 2.78%, saw a decrease in its position as the share count dropped by 30.16%.
• Vanguard Scottsdale Fund (VTWO), allocated at 0.16%, experienced a significant reduction in its position, with shares down by 95.46%.
• SCHWAB Strategic ETF (SCHP), holding only 0.02%, was completely exited from the portfolio, with shares down by 97.08%.

The overall portfolio allocation shows a heavy concentration in 'Unknown' sectors at 92.03%. The remaining allocations are distributed across various industries including Technology (2.14%) and Consumer Defensive (1.21%). Detailed sector breakdowns can be found on the investor's profile page.

Lloyd Advisory Services LLC has demonstrated a clear preference for increasing positions in AIM ETF Products Trust (MAYW, JUNW, MAYT) and SPDR Series Trust (SPLG), while simultaneously reducing or exiting exposure to several iShares funds including IWY, IEMG, EFG, IWX, EFV. The complete list of holdings changes is available on the investor's profile page.

For further details regarding Lloyd Advisory Services LLC's portfolio activities, please refer to their latest filing. Links to specific stock profiles like AIM ETF Products Trust (MAYW) and SPDR Series Trust (SPLG) are provided for more in-depth analysis.