Coppell Advisory Solutions
MARZ icon

Coppell Advisory Solutions’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-158
Closed -$4.98K – 1219
2024
Q4 		$4.98K Sell
158
-1
-0.6% -$33 ﹤0.01% 1327
2024
Q3 		$5.12K Hold
159
– – ﹤0.01% 1250
2024
Q2 		$4.92K Buy
+159
New +$4.78K ﹤0.01% 1203

Other funds holding MARZ

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TrueMark Investments
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Coppell Advisory Solutions's MARZ Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of TrueShares Structured Outcome March ETF (MARZ) in Q1 2025, closing a stake of 158 shares — an estimated $4.98K sold.

Coppell Advisory Solutions first reported a position in MARZ in Q2 2024 and held it in 3 quarters. The position peaked at $5.12K in Q3 2024. 21 funds tracked by Wall St. Rank hold MARZ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining TrueShares Structured Outcome March ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 158 TrueShares Structured Outcome March ETF shares in Q1 2025, an estimated $4.98K.
  • Coppell Advisory Solutions first reported a position in TrueShares Structured Outcome March ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's TrueShares Structured Outcome March ETF position peaked at $5.12K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.