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

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return

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.