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Blue Bell Private Wealth Management’s TrueShares Structured Outcome December ETF DECZ Stock Holding History

Blue Bell Private Wealth Management’s Portfolio DECZ Stock Details DECZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.1K Hold
2,292
– – 0.01% 356
2026
Q1 		$89K Buy
2,292
+1,092
+91% +$43.8K 0.01% 351
2025
Q4 		$48.3K Hold
1,200
– – 0.01% 412
2025
Q3 		$48.9K Hold
1,200
– – 0.01% 404
2025
Q2 		$46.2K Buy
+1,200
New +$43.6K 0.01% 399

Other funds holding DECZ

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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Blue Bell Private Wealth Management's DECZ Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its TrueShares Structured Outcome December ETF (DECZ) position steady in Q2 2026 at 2,292 shares worth $99.1K. The position accounts for 0.01% of the portfolio, ranked #356.

Blue Bell Private Wealth Management first reported a position in DECZ in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold DECZ as of Q2 2026.

  • Blue Bell Private Wealth Management held 2,292 shares of TrueShares Structured Outcome December ETF worth $99.1K as of Q2 2026.
  • Blue Bell Private Wealth Management left its TrueShares Structured Outcome December ETF share count unchanged in Q2 2026.
  • TrueShares Structured Outcome December ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #356 holding.
  • Blue Bell Private Wealth Management first reported a position in TrueShares Structured Outcome December ETF in Q2 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held TrueShares Structured Outcome December ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.