Ownership history in Lloyd Advisory Services, LLC. Β· 6 quarters on record
This page tracks every 13F SEC filing in which Lloyd Advisory Services, LLC. reported a position in ELEVATION SERIES TRUST (QBER). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Lloyd Advisory Services, LLC. underperformed the S&P 500 by β15.6% annually on this QBER position. Timing score: 80% (4/5 decisions correct). Average cost basis: $23.88. Maximum drawdown during holding period: β0.6%.
β Significantly underperformed the S&P 500 by 15.6% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $23.86 (2025 Q3) Β· Worst: $23.91 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π More buys than sells across the holding period.
π Lloyd Advisory Services, LLC. has been actively increasing its QBER allocation β a bullish signal from insiders.
Currently 3.79% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size