CAWM
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Capital A Wealth Management’s TrueShares Structured Outcome April ETF APRZ Stock Holding History

Capital A Wealth Management’s Portfolio APRZ Stock Details APRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-147
Closed -$4.84K – 443
2025
Q1 		$4.84K Sell
147
-329
-69% -$11.3K 0.01% 379
2024
Q4 		$16.3K Buy
+476
New +$16.8K 0.03% 255

Other funds holding APRZ

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
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital A Wealth Management's APRZ Position: Q2 2025 in Review

Capital A Wealth Management sold out of TrueShares Structured Outcome April ETF (APRZ) in Q2 2025, closing a stake of 147 shares — an estimated $4.84K sold.

Capital A Wealth Management first reported a position in APRZ in Q4 2024 and held it in 2 quarters. The position peaked at $16.3K in Q4 2024. 13 funds tracked by Wall St. Rank hold APRZ as of Q2 2025.

  • Capital A Wealth Management reported no remaining TrueShares Structured Outcome April ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 147 TrueShares Structured Outcome April ETF shares in Q2 2025, an estimated $4.84K.
  • Capital A Wealth Management first reported a position in TrueShares Structured Outcome April ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's TrueShares Structured Outcome April ETF position peaked at $16.3K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held TrueShares Structured Outcome April ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.