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B.O.S.S. Retirement Advisors’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

B.O.S.S. Retirement Advisors’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
2025
Q2 		– Sell
-27,066
Closed -$821K – 204
2025
Q1 		$821K Buy
27,066
+327
+1% +$10.3K 0.24% 83
2024
Q4 		$838K Buy
+26,739
New +$878K 0.23% 87

Other funds holding MARZ

TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B.O.S.S. Retirement Advisors's MARZ Position: Q2 2025 in Review

B.O.S.S. Retirement Advisors sold out of TrueShares Structured Outcome March ETF (MARZ) in Q2 2025, closing a stake of 27,066 shares — an estimated $821K sold.

B.O.S.S. Retirement Advisors first reported a position in MARZ in Q4 2024 and held it in 2 quarters. The position peaked at $838K in Q4 2024. 9 funds tracked by Wall St. Rank hold MARZ as of Q2 2025.

  • B.O.S.S. Retirement Advisors reported no remaining TrueShares Structured Outcome March ETF position as of Q2 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 27,066 TrueShares Structured Outcome March ETF shares in Q2 2025, an estimated $821K.
  • B.O.S.S. Retirement Advisors first reported a position in TrueShares Structured Outcome March ETF in Q4 2024 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's TrueShares Structured Outcome March ETF position peaked at $838K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.