Capital Investment Advisory Services’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Capital Investment Advisory Services’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	$52.3K	Hold	1,426	–	–	﹤0.01%	937
2026 Q1	$47K	Hold	1,426	–	–	﹤0.01%	874
2025 Q4	$48.9K	Buy	1,426 +45	+3%	+$1.58K	﹤0.01%	834
2025 Q3	$48.1K	Hold	1,381	–	–	﹤0.01%	782
2025 Q2	$45.3K	Hold	1,381	–	–	﹤0.01%	768
2025 Q1	$41.9K	Sell	1,381 -2,660	-66%	-$83.7K	﹤0.01%	726
2024 Q4	$127K	Buy	4,041 +60	+2%	+$1.97K	0.01%	540
2024 Q3	$128K	Hold	3,981	–	–	0.01%	557
2024 Q2	$123K	Hold	3,981	–	–	0.01%	540
2024 Q1	$120K	Sell	3,981 -45	-1%	-$1.3K	0.01%	539
2023 Q4	$112K	Hold	4,026	–	–	0.01%	567
2023 Q3	$110K	Hold	4,026	–	–	0.01%	543
2023 Q2	$113K	Hold	4,026	–	–	0.01%	527
2023 Q1	$106K	Buy	4,026 +31	+0.8%	+$794	0.01%	532
2022 Q4	$98.9K	Buy	+3,995	New	+$98.4K	0.01%	544

Other funds holding MARZ

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CFML

COMPASS FINANCIAL MANAGEMENT LLC Tampa, Florida $829M AUM

Capital Investment Advisory Services's MARZ Position: Q2 2026 in Review

Capital Investment Advisory Services held its TrueShares Structured Outcome March ETF (MARZ) position steady in Q2 2026 at 1,426 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Capital Investment Advisory Services first reported a position in MARZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $128K in Q3 2024. 13 funds tracked by Wall St. Rank hold MARZ as of Q2 2026.

Capital Investment Advisory Services held 1,426 shares of TrueShares Structured Outcome March ETF worth $52.3K as of Q2 2026.
Capital Investment Advisory Services left its TrueShares Structured Outcome March ETF share count unchanged in Q2 2026.
TrueShares Structured Outcome March ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #937 holding.
Capital Investment Advisory Services first reported a position in TrueShares Structured Outcome March ETF in Q4 2022 and has held it in 15 quarters since.
Capital Investment Advisory Services's TrueShares Structured Outcome March ETF position peaked at $128K in Q3 2024.
13 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.