CreativeOne Wealth’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

CreativeOne Wealth’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	-14,547	Closed	-$456K	–	1116
2024 Q4	$456K	Sell	14,547 -11,007	-43%	-$362K	0.01%	720
2024 Q3	$823K	Buy	+25,554	New	+$800K	0.03%	495
2024 Q2	–	Sell	-53,811	Closed	-$1.62M	–	861
2024 Q1	$1.62M	Buy	+53,811	New	+$1.55M	0.06%	266
2023 Q3	–	Sell	-20,294	Closed	-$571K	–	723
2023 Q2	$571K	Buy	20,294 +2,770	+16%	+$74.6K	0.03%	460
2023 Q1	$464K	Buy	17,524 +1,995	+13%	+$51.1K	0.02%	489
2022 Q4	$385K	Buy	15,529 +1,319	+9%	+$32.5K	0.02%	502
2022 Q3	$332K	Sell	14,210 -23,963	-63%	-$595K	0.02%	508
2022 Q2	$914K	Buy	+38,173	New	+$963K	0.05%	278

Other funds holding MARZ

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

CreativeOne Wealth's MARZ Position: Q1 2025 in Review

CreativeOne Wealth sold out of TrueShares Structured Outcome March ETF (MARZ) in Q1 2025, closing a stake of 14,547 shares — an estimated $456K sold.

CreativeOne Wealth first reported a position in MARZ in Q2 2022 and held it in 8 quarters. The position peaked at $1.62M in Q1 2024. 21 funds tracked by Wall St. Rank hold MARZ as of Q1 2025.

CreativeOne Wealth reported no remaining TrueShares Structured Outcome March ETF position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 14,547 TrueShares Structured Outcome March ETF shares in Q1 2025, an estimated $456K.
CreativeOne Wealth first reported a position in TrueShares Structured Outcome March ETF in Q2 2022 and held it in 8 quarters.
CreativeOne Wealth's TrueShares Structured Outcome March ETF position peaked at $1.62M in Q1 2024.
21 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.