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Capitol Ser Tr shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Capitol Ser Tr (SCEC) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Capitol Ser Tr

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All positions including Capitol Ser Tr held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capitol Ser Tr by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 64k 25.48
2025-06-30 $1.8M 69k 25.27

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View all positions for Lloyd Advisory Services

Top funds holding Capitol Ser Tr

AE Wealth Management
Kingdom Financial Group
CWA Asset Management
Howard Bailey Securities
LifeWealth Investments
Goldman Sachs Group
Global Wealth Management Investment Advisory
Family Wealth Group
B.O.S.S. Retirement Advisors
Quest 10 Wealth Builders
Lloyd Advisory Services
FSA Advisors
FLP Wealth Management
Decker Retirement Planning
Citadel Advisors

View all funds holding Capitol Ser Tr