AWMI
QBUL

Aegis Wealth Management (Iowa)’s TrueShares Quarterly Bull Hedge ETF QBUL Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio QBUL Stock Details QBUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$569K Buy
23,561
+1,223
+5% +$29.5K 0.37% 55
2026
Q1 		$526K Buy
+22,338
New +$529K 0.41% 51

Other funds holding QBUL

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CFM
Compass Financial Management Tampa, Florida $829M AUM
MWM
Mosley Wealth Management Anaheim, California $314M AUM

Aegis Wealth Management (Iowa)'s QBUL Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its TrueShares Quarterly Bull Hedge ETF (QBUL) stake by 5.5% in Q2 2026, buying an estimated $29.5K and bringing the position to 23,561 shares worth $569K. The position accounts for 0.37% of the portfolio, ranked #55.

Aegis Wealth Management (Iowa) first reported a position in QBUL in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold QBUL as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 23,561 shares of TrueShares Quarterly Bull Hedge ETF worth $569K as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 1,223 TrueShares Quarterly Bull Hedge ETF shares in Q2 2026, an estimated $29.5K.
  • TrueShares Quarterly Bull Hedge ETF made up 0.37% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #55 holding.
  • Aegis Wealth Management (Iowa) first reported a position in TrueShares Quarterly Bull Hedge ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held TrueShares Quarterly Bull Hedge ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.