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Access Financial Services’s TrueShares Structured Outcome January ETF JANZ Stock Holding History

Access Financial Services’s Portfolio JANZ Stock Details JANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-381,243
Closed -$11.4M – 98
2023
Q4 		$11.4M Buy
+381,243
New +$11.1M 5.87% 4

Other funds holding JANZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Access Financial Services's JANZ Position: Q1 2024 in Review

Access Financial Services sold out of TrueShares Structured Outcome January ETF (JANZ) in Q1 2024, closing a stake of 381,243 shares — an estimated $11.4M sold.

Access Financial Services first reported a position in JANZ in Q4 2023 and held it in 1 quarter. The position peaked at $11.4M in Q4 2023. 9 funds tracked by Wall St. Rank hold JANZ as of Q1 2024.

  • Access Financial Services reported no remaining TrueShares Structured Outcome January ETF position as of Q1 2024 after selling out during the quarter.
  • Access Financial Services sold 381,243 TrueShares Structured Outcome January ETF shares in Q1 2024, an estimated $11.4M.
  • Access Financial Services first reported a position in TrueShares Structured Outcome January ETF in Q4 2023 and held it in 1 quarter.
  • Access Financial Services's TrueShares Structured Outcome January ETF position peaked at $11.4M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held TrueShares Structured Outcome January ETF as of Q1 2024.

Based on Access Financial Services's 13F filing for Q1 2024, filed 23 Apr 2024.