AWS
MAYZ icon

Atria Wealth Solutions’s TrueShares Structured Outcome May ETF MAYZ Stock Holding History

Atria Wealth Solutions’s Portfolio MAYZ Stock Details MAYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,114
Closed -$305K – 2049
2024
Q3 		$305K Hold
10,114
– – ﹤0.01% 1503
2024
Q2 		$293K Sell
10,114
-36
-0.4% -$1.01K ﹤0.01% 1523
2024
Q1 		$287K Hold
10,150
– – ﹤0.01% 1578
2023
Q4 		$264K Sell
10,150
-1,688
-14% -$42.9K ﹤0.01% 1586
2023
Q3 		$292K Hold
11,838
– – ﹤0.01% 1429
2023
Q2 		$299K Buy
11,838
+1,037
+10% +$25.2K ﹤0.01% 1442
2023
Q1 		$260K Buy
+10,801
New +$257K ﹤0.01% 1507
2022
Q2 		– Sell
-8,398
Closed -$218K – 1788
2022
Q1 		$218K Buy
+8,398
New +$216K ﹤0.01% 1534

Other funds holding MAYZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Atria Wealth Solutions's MAYZ Position: Q4 2024 in Review

Atria Wealth Solutions sold out of TrueShares Structured Outcome May ETF (MAYZ) in Q4 2024, closing a stake of 10,114 shares — an estimated $305K sold.

Atria Wealth Solutions first reported a position in MAYZ in Q1 2022 and held it in 8 quarters. The position peaked at $305K in Q3 2024. 11 funds tracked by Wall St. Rank hold MAYZ as of Q4 2024.

  • Atria Wealth Solutions reported no remaining TrueShares Structured Outcome May ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,114 TrueShares Structured Outcome May ETF shares in Q4 2024, an estimated $305K.
  • Atria Wealth Solutions first reported a position in TrueShares Structured Outcome May ETF in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's TrueShares Structured Outcome May ETF position peaked at $305K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held TrueShares Structured Outcome May ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.