AWM
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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
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 		$9.74M Buy
+342,648
New +$9.67M 0.05% 401

Other funds holding MARZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 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 $7.43B AUM 24.49% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CFML
COMPASS FINANCIAL MANAGEMENT LLC Tampa, Florida $829M AUM

AE Wealth Management's MARZ Position: Q2 2026 in Review

AE Wealth Management reduced its TrueShares Structured Outcome March ETF (MARZ) stake by 6.5% in Q2 2026, selling an estimated $1.76K and leaving 702 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

AE Wealth Management first reported a position in MARZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.74M in Q4 2023. 13 funds tracked by Wall St. Rank hold MARZ as of Q2 2026.

  • AE Wealth Management held 702 shares of TrueShares Structured Outcome March ETF worth $25.7K as of Q2 2026.
  • AE Wealth Management sold 49 TrueShares Structured Outcome March ETF shares in Q2 2026, an estimated $1.76K.
  • TrueShares Structured Outcome March ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2208 holding.
  • AE Wealth Management first reported a position in TrueShares Structured Outcome March ETF in Q4 2023 and has held it in 11 quarters since.
  • AE Wealth Management's TrueShares Structured Outcome March ETF position peaked at $9.74M in Q4 2023.
  • 13 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.