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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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM

Blue Bell Private Wealth Management's DECZ Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its TrueShares Structured Outcome December ETF (DECZ) stake by 91% in Q1 2026, buying an estimated $43.8K and bringing the position to 2,292 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #351.

Blue Bell Private Wealth Management first reported a position in DECZ in Q2 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold DECZ as of Q1 2026.

  • Blue Bell Private Wealth Management held 2,292 shares of TrueShares Structured Outcome December ETF worth $89K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 1,092 TrueShares Structured Outcome December ETF shares in Q1 2026, an estimated $43.8K.
  • TrueShares Structured Outcome December ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #351 holding.
  • Blue Bell Private Wealth Management first reported a position in TrueShares Structured Outcome December ETF in Q2 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held TrueShares Structured Outcome December ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.