Fund HoldingsLloyd Advisory Services, LLC.

Total Portfolio Value
$258.03M
Total Bought
$223.15M
Total Sold
$314.52M
Net Transaction
-$91.37M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
AIM ETF PRODUCTS TRUST
ALLIA US MAY ETF
0719,712+719,712025,0249.70%+25,024
SPDR SERIES TRUST
ST STR P500ETF
0247,604+247,604021,7598.43%+21,759
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
0623,128+623,128019,2147.45%+19,214
ELEVATION SERIES TRUST0694,179+694,179019,1527.42%+19,152
AIM ETF PRODUCTS TRUST
ALLIA US JUN ETF
0533,703+533,703018,3547.11%+18,354
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
0679,397+679,397013,8775.38%+13,877
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
0254,388+254,38809,9203.84%+9,920
PIMCO ETF TR
ULTR SH GO AC FD
094,845+94,84509,5733.71%+9,573
ELEVATION SERIES TRUST0162,192+162,19207,3702.86%+7,370
ELEVATION SERIES TRUST0212,996+212,99605,3502.07%+5,350
PIMCO ETF TR
15+ YR US TIPS
081,212+81,21204,1131.59%+4,113
ISHARES TR
MSCI USA MMENTM
07,755+7,75502,6591.03%+2,659
CAPITOL SER TR
STERL CAP BD ETF
096,376+96,37602,4130.94%+2,413
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
053,801+53,80102,3160.90%+2,316
INVESCO EXCH TRADED FD TR II012,996+12,99602,0990.81%+2,099
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
054,795+54,79502,0050.78%+2,005
PIMCO ETF TR
25YR+ ZERO U S
029,084+29,08401,8640.72%+1,864
NUSHARES ETF TR
NUVEEN ESG LRGCP
015,401+15,40101,8030.70%+1,803
BLACKROCK ETF TRUST
ISHARES US EQUIT
030,279+30,27902,0590.80%+2,059
SIMPLIFY EXCHANGE TRADED FUN
US EQT PLS DWNSD
040,732+40,73201,6900.65%+1,690
FIDELITY COMWLTH TR015,674+15,67401,6180.63%+1,618
VANGUARD WORLD FD020,633+20,63301,8140.70%+1,814
SIMPLIFY EXCHANGE TRADED FUN
US EQT PLS CNVEX
034,274+34,27401,5660.61%+1,566
PIMCO ETF TR
US STK PLUS AC
028,745+28,74501,5600.60%+1,560
ISHARES TR013,660+13,66001,8790.73%+1,879
ELEVATION SERIES TRUST060,620+60,62001,5020.58%+1,502
FIRST TR EXCHANGE-TRADED FD06,778+6,77801,3980.54%+1,398
ELEVATION SERIES TRUST059,760+59,76001,4750.57%+1,475
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
08,029+8,02901,2180.47%+1,218
AIM ETF PRODUCTS TRUST
ALLIA US JAN ETF
029,911+29,91101,1570.45%+1,157
ABRDN FDS
EMER MKTS DI ETF
022,732+22,73201,1230.44%+1,123
AIM ETF PRODUCTS TRUST
US LRGCP B10 DEC
029,998+29,99801,1780.46%+1,178
ISHARES TR06,370+6,37001,4460.56%+1,446
BLACKROCK ETF TRUST
ISHA I IN TE ETF
017,110+17,11009020.35%+902
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
025,732+25,73209720.38%+972
AIM ETF PRODUCTS TRUST
ALLIA US FEB ETF
024,857+24,85708830.34%+883
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
027,102+27,10209660.37%+966
ELEVATION SERIES TRUST034,535+34,53508220.32%+822
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
019,641+19,64108080.31%+808
PIMCO ETF TR
MULTISECTOR BD
027,169+27,16907210.28%+721
SPDR SERIES TRUST
ST STR P500GRW
05,496+5,49606540.25%+654
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
027,470+27,47006430.25%+643
AMERICAN CENTY ETF TR07,910+7,91007120.28%+712
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
024,027+24,02706230.24%+623
BLACKROCK ETF TRUST
ISHA LA CORE ETF
011,618+11,61805850.23%+585
BLACKROCK ETF TRUST
ISHA US THEM ETF
012,136+12,13605230.20%+523
INNOVATOR ETFS TRUST
EQUITY DEFND 1YR
018,776+18,77605140.20%+514
HOME DEPOT INC(HD)01,820+1,82006420.25%+642
SIMPLIFY EXCHANGE TRADED FUN
CURRE STRAT ETF
016,446+16,44604900.19%+490
ISHARES TR021,873+21,87304890.19%+489
SIMPLIFY EXCHANGE TRADED FUN
BARRIER INCOME
019,037+19,03704870.19%+487
AMERICAN CENTY ETF TR05,951+5,95104780.19%+478
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
023,078+23,07804650.18%+465
ISHARES TR019,237+19,23704620.18%+462
SPDR SERIES TRUST
ST STR PR SP1500
04,979+4,97904520.18%+452
PIMCO ETF TR
ENHAN SHRT MA AC
05,126+5,12605170.20%+517
VANGUARD ADMIRAL FDS INC05,290+5,29004370.17%+437
GLOBAL X FDS
DEFENSE TECH ETF
09,081+9,08105420.21%+542
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
08,869+8,86904060.16%+406
INNOVATOR ETFS TRUST
EQUIT PROTN MAY
014,564+14,56403780.15%+378
BLACKROCK ETF TRUST
ISHA SYST AL ETF
013,233+13,23303710.14%+371
ALTRIA GROUP INC(MO)04,789+4,78903450.13%+345
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
020,401+20,40103270.13%+327
T ROWE PRICE EXCHANGE-TRADED
SMALL MID CAP
07,696+7,69603370.13%+337
PIMCO ETF TR
ENHNCD LW DUR AC
03,497+3,49703340.13%+334
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
07,823+7,82302910.11%+291
DUKE ENERGY CORP NEW(DUK)02,360+2,36002990.12%+299
VERIZON COMMUNICATIONS INC(VZ)07,369+7,36903120.12%+312
BLACKROCK ETF TRUST II05,441+5,44102740.11%+274
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
03,375+3,37503040.12%+304
SIMPLIFY EXCHANGE TRADED FUN
INTMD TERM TRSRY
025,258+25,25803220.12%+322
AMERICAN CENTY ETF TR03,251+3,25102970.11%+297
EA SERIES TRUST
AST EQU KIN ETF
05,915+5,91502520.10%+252
AMERICAN CENTY ETF TR02,425+2,42502860.11%+286
US BANCORP(USB)04,091+4,09102470.10%+247
ENBRIDGE INC(ENB)04,525+4,52502450.10%+245
FIRSTENERGY CORP(FE)04,768+4,76802270.09%+227
AMERICAN CENTY ETF TR03,245+3,24502640.10%+264
SANOFI SA(SNY)05,244+5,24402240.09%+224
INNOVATOR ETFS TRUST
POWER BUFFER SET
05,768+5,76802120.08%+212
PFIZER INC(PFE)09,335+9,33502250.09%+225
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
07,858+7,85802070.08%+207
AIM ETF PRODUCTS TRUST
ALLI 6 BU10 ETF
06,970+6,97002030.08%+203
PAYCHEX INC(PAYX)02,190+2,19002150.08%+215
BRITISH AMERN TOB PLC(BTI)03,343+3,34302060.08%+206
TOTALENERGIES SE(TTE)02,583+2,58302010.08%+201
PNC FINL SVCS GROUP INC(PNC)0804+80401980.08%+198
AMERICAN CENTY ETF TR05,026+5,02602080.08%+208
ISHARES TR0603+60304520.18%+452
ISHARES TR
CORE UNIVRSL USD
9,98913,931+3,9424616430.25%+181
WESTLAKE CORPORATION(WLK)02,472+2,47201800.07%+180
AMERICAN TOWER CORP(AMT)01,112+1,11201820.07%+182
NATIONAL GRID PLC(NGG)02,128+2,12801760.07%+176
ISHARES TR01,785+1,78501740.07%+174
AMCOR PLC
COM NEW
03,985+3,98501730.07%+173
MONDELEZ INTL INC(MDLZ)02,956+2,95601710.07%+171
TC ENERGY CORP(TRP)02,518+2,51801670.06%+167
AMERICAN CENTY ETF TR01,358+1,35801810.07%+181
SIMPLIFY EXCHANGE TRADED FUN
GAMMA EMERGING
06,143+6,14301650.06%+165
PIMCO ETF TR
0-5 HIGH YIELD
01,757+1,75701640.06%+164
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