AE Wealth Management
MARZ icon

AE Wealth Management’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

AE Wealth Management’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
2026
Q3 		$22.8K Sell
613
-89
-13% -$3.3K ﹤0.01% 2316
2026
Q2 		$25.7K Sell
702
-49
-7% -$1.76K ﹤0.01% 2208
2026
Q1 		$24.7K Sell
751
-107
-12% -$3.65K ﹤0.01% 2099
2025
Q4 		$29.4K Sell
858
-236
-22% -$8.28K ﹤0.01% 1947
2025
Q3 		$38.1K Sell
1,094
-260
-19% -$8.76K ﹤0.01% 1773
2025
Q2 		$44.4K Sell
1,354
-147,649
-99% -$4.55M ﹤0.01% 1625
2025
Q1 		$4.52M Sell
149,003
-4,579
-3% -$144K 0.04% 357
2024
Q4 		$4.82M Sell
153,582
-2,404
-2% -$79K 0.04% 349
2024
Q3 		$5.02M Buy
155,986
+11,443
+8% +$358K 0.05% 334
2024
Q2 		$4.48M Buy
144,543
+3,066
+2% +$92.1K 0.04% 353
2024
Q1 		$4.25M Sell
141,477
-201,171
-59% -$5.81M 0.05% 329
2023
Q4 		$9.7M Buy
+342,648
New +$9.7M 0.05% 401

Other funds holding MARZ

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
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 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
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 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
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

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

AE Wealth Management reduced its TrueShares Structured Outcome March ETF (MARZ) stake by 13% in Q3 2026, selling an estimated $3.3K and leaving 613 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

AE Wealth Management first reported a position in MARZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.7M in Q4 2023. 12 funds tracked by Wall St. Rank hold MARZ as of Q3 2026.

  • AE Wealth Management held 613 shares of TrueShares Structured Outcome March ETF worth $22.8K as of Q3 2026.
  • AE Wealth Management sold 89 TrueShares Structured Outcome March ETF shares in Q3 2026, an estimated $3.3K.
  • TrueShares Structured Outcome March ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2316 holding.
  • AE Wealth Management first reported a position in TrueShares Structured Outcome March ETF in Q4 2023 and has held it in 12 quarters since.
  • AE Wealth Management's TrueShares Structured Outcome March ETF position peaked at $9.7M in Q4 2023.
  • 12 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q3 2026.

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