Advisor OS’s TrueShares Quarterly Bear Hedge ETF QBER Stock Holding History

Advisor OS’s Portfolio QBER Stock Details QBER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$580K	Buy	+24,360	New	+$581K	0.04%	278

Other funds holding QBER

TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

Advisor OS's QBER Position: Q3 2026 in Review

Advisor OS opened a new position in TrueShares Quarterly Bear Hedge ETF (QBER) in Q3 2026: 24,360 shares worth $580K. The stake represents 0.04% of the portfolio and ranks #278 among its holdings.

27 funds tracked by Wall St. Rank hold QBER as of Q3 2026.

Advisor OS held 24,360 shares of TrueShares Quarterly Bear Hedge ETF worth $580K as of Q3 2026.
TrueShares Quarterly Bear Hedge ETF was a new Advisor OS position in Q3 2026.
TrueShares Quarterly Bear Hedge ETF made up 0.04% of Advisor OS's portfolio in Q3 2026, its #278 holding.
27 funds tracked by Wall St. Rank held TrueShares Quarterly Bear Hedge ETF as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.