Number of Shares
451,217.00
Current Holdings Value*
$14.94 Mil
% of Portfolio
7.22%
Total Estimate Gain
$805,592.62
% of Total Estimate Gain
3.80%

Lloyd Advisory Services, LLC.'s AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Holding Summary

As of 2025-06-30, Lloyd Advisory Services, LLC. held 451,217.00 shares of AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF(SIXO), totaling $14.94 Mil. This investment constitutes 7.22% of their stock portfolio, and Lloyd Advisory Services, LLC. now holds 6.03% of the outstanding AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF(SIXO) stock.

The initial trade took place in 2021Q4. And since then Lloyd Advisory Services, LLC. has made 3 purchases of SIXO, at an average price of $29.70, for a total of 713,673.00 shares. In addition, there have been 5 sales at an average price of $26.45 for 262,456.00 shares. Based on historical transaction data and SIXO's current price of $33.37, Lloyd Advisory Services, LLC.'s estimated gain on his SIXO holdings is $805,592.62, reflecting a 3.80% gain to date.

Lloyd Advisory Services, LLC. SIXO ($33.37) Holding Chart

Lloyd Advisory Services, LLC. SIXO ($33.37) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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