AFS
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Access Financial Services’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Access Financial Services’s Portfolio MARZ Stock Details MARZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-590,586
Closed -$17.7M – 100
2024
Q1 		$17.7M Buy
+590,586
New +$17.1M 7.93% 2

Other funds holding MARZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Access Financial Services's MARZ Position: Q2 2024 in Review

Access Financial Services sold out of TrueShares Structured Outcome March ETF (MARZ) in Q2 2024, closing a stake of 590,586 shares — an estimated $17.7M sold.

Access Financial Services first reported a position in MARZ in Q1 2024 and held it in 1 quarter. The position peaked at $17.7M in Q1 2024. 16 funds tracked by Wall St. Rank hold MARZ as of Q2 2024.

  • Access Financial Services reported no remaining TrueShares Structured Outcome March ETF position as of Q2 2024 after selling out during the quarter.
  • Access Financial Services sold 590,586 TrueShares Structured Outcome March ETF shares in Q2 2024, an estimated $17.7M.
  • Access Financial Services first reported a position in TrueShares Structured Outcome March ETF in Q1 2024 and held it in 1 quarter.
  • Access Financial Services's TrueShares Structured Outcome March ETF position peaked at $17.7M in Q1 2024.
  • 16 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2024.

Based on Access Financial Services's 13F filing for Q2 2024, filed 25 Jul 2024.