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Blue Bell Private Wealth Management’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Blue Bell Private Wealth Management’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
2026
Q2 		$30.7K Hold
838
– – ﹤0.01% 482
2026
Q1 		$27.6K Buy
+838
New +$28.6K ﹤0.01% 480

Other funds holding MARZ

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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Blue Bell Private Wealth Management held its TrueShares Structured Outcome March ETF (MARZ) position steady in Q2 2026 at 838 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Blue Bell Private Wealth Management first reported a position in MARZ in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold MARZ as of Q2 2026.

  • Blue Bell Private Wealth Management held 838 shares of TrueShares Structured Outcome March ETF worth $30.7K as of Q2 2026.
  • Blue Bell Private Wealth Management left its TrueShares Structured Outcome March ETF share count unchanged in Q2 2026.
  • TrueShares Structured Outcome March ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Blue Bell Private Wealth Management first reported a position in TrueShares Structured Outcome March ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2026.

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