CW
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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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 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 $420M AUM 14.29% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 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.