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TrueShares Structured Outcome September ETF
SEPZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AE Wealth Management
1
AE Wealth Management
Kansas
USD 42.6 M +USD 40.1 M +1,069,348 Nuevas
Principia Wealth Advisory
2
Principia Wealth Advisory
Texas
USD 7.77 M -USD 736 k -19,616 -9%
Lloyd Advisory Services
3
Lloyd Advisory Services
Georgia
USD 7.21 M +USD 6.79 M +181,042 Nuevas
TrueMark Investments
4
TrueMark Investments
Illinois
USD 7.04 M +USD 4.61 M +122,853 +228%
B.O.S.S. Retirement Advisors
5
B.O.S.S. Retirement Advisors
Utah
USD 3.7 M +USD 3.48 M +92,769 Nuevas
Weaver Consulting Group
6
Weaver Consulting Group
California
USD 2.76 M – – –
Valtinson Bruner Financial Planning
7
Valtinson Bruner Financial Planning
Minnesota
USD 2.11 M -USD 34.2 k -911 -2%
Howard Bailey Securities
8
Howard Bailey Securities
Indiana
USD 2.03 M +USD 1.91 M +50,888 Nuevas
FSR Wealth Management
9
FSR Wealth Management
Illinois
USD 2.02 M +USD 1.9 M +50,600 Nuevas
SMART Wealth
10
SMART Wealth
Nebraska
USD 1.71 M +USD 1.62 M +43,042 Nuevas
LifeWealth Investments
11
LifeWealth Investments
Florida
USD 1.24 M +USD 1.17 M +31,089 Nuevas
FWG Investments
12
FWG Investments
Kentucky
USD 1.19 M +USD 1.12 M +29,964 Nuevas
Great Lakes Retirement
13
Great Lakes Retirement
Ohio
USD 1.19 M +USD 1.12 M +29,853 Nuevas
Osaic Holdings
14
Osaic Holdings
Arizona
USD 625 k +USD 11.9 k +318 +2%
FSA Advisors
15
FSA Advisors
Michigan
USD 497 k +USD 468 k +12,472 Nuevas
Kingdom Financial Group
16
Kingdom Financial Group
Arizona
USD 495 k +USD 466 k +12,432 Nuevas
Csenge Advisory Group
17
Csenge Advisory Group
Florida
USD 469 k +USD 459 k +12,224 Nuevas
Quest 10 Wealth Builders
18
Quest 10 Wealth Builders
Virginia
USD 462 k +USD 435 k +11,604 Nuevas
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
USD 399 k -USD 175 k -4,662 -32%
Outlook Wealth Advisors
20
Outlook Wealth Advisors
Texas
USD 348 k +USD 328 k +8,745 Nuevas
Capital Investment Advisory Services
21
Capital Investment Advisory Services
North Carolina
USD 297 k – – –
DHJJ Financial Advisors
22
DHJJ Financial Advisors
Illinois
USD 81.4 k -USD 6.38 k -170 -8%
Transce3nd
23
Transce3nd
Texas
USD 73.3 k +USD 69 k +1,840 Nuevas
Park Square Financial Group
24
Park Square Financial Group
Georgia
USD 66.4 k +USD 62.5 k +1,666 Nuevas
Harbour Investments
25
Harbour Investments
Wisconsin
USD 43.8 k – – –
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