Lloyd Advisory Services, LLC. SIXD — AIM ETF PRODUCTS TRUST

Ownership history in Lloyd Advisory Services, LLC.  ·  5 quarters on record

AI Ownership Summary

Lloyd Advisory Services, LLC. reported AIM ETF PRODUCTS TRUST (SIXD) in 5 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 5.92% in 2024 Q3. The latest visible filing shows SIXD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SIXD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lloyd Advisory Services, LLC.'s position in AIM ETF PRODUCTS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SIXD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.92% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SIXD stock page Lloyd Advisory Services, LLC. fund profile Lloyd Advisory Services, LLC. full holdings
How Lloyd Advisory Services, LLC. held SIXD — position size vs. price
% of Fund (quarterly)    SIXD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 915 -878 -49.0% 0.01% $26K 2026-05-13 $30.60
2025 Q4 REDUCED 86.4% -2.1% ✅ 1,793 -11,351 -86.4% 0.02% $52K 2026-02-06 $29.20
2024 Q4 REDUCED 97.2% -1.2% ✅ 13,144 -452,502 -97.2% 0.17% $349K 2025-02-03 $26.92
2024 Q3 REDUCED — — — 465,646 -18,612 -3.8% 5.92% $12.2M 2024-10-10 $26.30
2024 Q2 INITIATED — — — 484,258 — — 5.81% $12.3M 2024-08-05 $24.79

🏢 Other funds also holding SIXD

As of 2026 Q1 — sorted by position size

Comprehensive Financial Consultants Institutional, Inc. 3Y 0.25% WORLD EQUITY GROUP, INC. 0.1% ALLIANZ SE 0.08% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.06% Financial Network Wealth Advisors LLC 0.03% Elevated Capital Advisors, LLC 3Y 0.02% Kingdom Financial Group LLC. 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%

FAQ About Lloyd Advisory Services, LLC. and SIXD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lloyd Advisory Services, LLC. reported owning SIXD?

Lloyd Advisory Services, LLC. reported SIXD across 5 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SIXD position in Lloyd Advisory Services, LLC.'s portfolio?

The largest reported portfolio weight for SIXD was 5.92% in 2024 Q3.

What is the latest reported SIXD position on this page?

The most recent filing on this page is 2026 Q1, when Lloyd Advisory Services, LLC. reported 915 shares, equal to 0.01% of portfolio, with an estimated market value of $26K.

What does the chart on this SIXD ownership page compare?

The chart compares Lloyd Advisory Services, LLC.'s quarterly SIXD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lloyd Advisory Services, LLC. time their SIXD position?

Based on 13F filing dates vs. subsequent SIXD price moves, Lloyd Advisory Services, LLC. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SIXD relative to SPY over the holding period was -11.9%.

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