CAWM
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Capital A Wealth Management’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Capital A 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
2025
Q2 		– Sell
-161
Closed -$4.88K – 681
2025
Q1 		$4.88K Sell
161
-356
-69% -$11.2K 0.01% 376
2024
Q4 		$16.2K Buy
+517
New +$17K 0.03% 257

Other funds holding MARZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 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 $488M AUM 17.59% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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
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

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

Capital A Wealth Management sold out of TrueShares Structured Outcome March ETF (MARZ) in Q2 2025, closing a stake of 161 shares — an estimated $4.88K sold.

Capital A Wealth Management first reported a position in MARZ in Q4 2024 and held it in 2 quarters. The position peaked at $16.2K in Q4 2024. 9 funds tracked by Wall St. Rank hold MARZ as of Q2 2025.

  • Capital A Wealth Management reported no remaining TrueShares Structured Outcome March ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 161 TrueShares Structured Outcome March ETF shares in Q2 2025, an estimated $4.88K.
  • Capital A Wealth Management first reported a position in TrueShares Structured Outcome March ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's TrueShares Structured Outcome March ETF position peaked at $16.2K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2025.

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