AE Wealth Management
APRZ icon

AE Wealth Management’s TrueShares Structured Outcome April ETF APRZ Stock Holding History

AE Wealth Management’s Portfolio APRZ Stock Details APRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14K Sell
345
-98
-22% -$3.95K ﹤0.01% 2433
2026
Q2 		$17.7K Sell
443
-111
-20% -$4.32K ﹤0.01% 2280
2026
Q1 		$19.8K Sell
554
-148
-21% -$5.5K ﹤0.01% 2152
2025
Q4 		$26.3K Sell
702
-208
-23% -$7.96K ﹤0.01% 1979
2025
Q3 		$34.6K Sell
910
-495
-35% -$18.2K ﹤0.01% 1793
2025
Q2 		$50K Sell
1,405
-247,147
-99% -$8.27M ﹤0.01% 1605
2025
Q1 		$8.18M Sell
248,552
-3,875
-2% -$133K 0.07% 264
2024
Q4 		$8.64M Buy
252,427
+9,412
+4% +$332K 0.07% 253
2024
Q3 		$8.41M Buy
+243,015
New +$8.16M 0.08% 254

Other funds holding APRZ

TrueMark Investments
TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM

AE Wealth Management's APRZ Position: Q3 2026 in Review

AE Wealth Management reduced its TrueShares Structured Outcome April ETF (APRZ) stake by 22% in Q3 2026, selling an estimated $3.95K and leaving 345 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

AE Wealth Management first reported a position in APRZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.64M in Q4 2024. 14 funds tracked by Wall St. Rank hold APRZ as of Q3 2026.

  • AE Wealth Management held 345 shares of TrueShares Structured Outcome April ETF worth $14K as of Q3 2026.
  • AE Wealth Management sold 98 TrueShares Structured Outcome April ETF shares in Q3 2026, an estimated $3.95K.
  • TrueShares Structured Outcome April ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2433 holding.
  • AE Wealth Management first reported a position in TrueShares Structured Outcome April ETF in Q3 2024 and has held it in 9 quarters since.
  • AE Wealth Management's TrueShares Structured Outcome April ETF position peaked at $8.64M in Q4 2024.
  • 14 funds tracked by Wall St. Rank held TrueShares Structured Outcome April ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.