CreativeOne Wealth
MAYZ icon

CreativeOne Wealth’s TrueShares Structured Outcome May ETF MAYZ Stock Holding History

CreativeOne Wealth’s Portfolio MAYZ Stock Details MAYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,513
Closed -$316K – 1118
2024
Q4 		$316K Sell
10,513
-2,141
-17% -$65.8K 0.01% 856
2024
Q3 		$382K Buy
+12,654
New +$370K 0.01% 715

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TrueMark Investments
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Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Lord & Richards Wealth Management
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

CreativeOne Wealth's MAYZ Position: Q1 2025 in Review

CreativeOne Wealth sold out of TrueShares Structured Outcome May ETF (MAYZ) in Q1 2025, closing a stake of 10,513 shares — an estimated $316K sold.

CreativeOne Wealth first reported a position in MAYZ in Q3 2024 and held it in 2 quarters. The position peaked at $382K in Q3 2024. 13 funds tracked by Wall St. Rank hold MAYZ as of Q1 2025.

  • CreativeOne Wealth reported no remaining TrueShares Structured Outcome May ETF position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 10,513 TrueShares Structured Outcome May ETF shares in Q1 2025, an estimated $316K.
  • CreativeOne Wealth first reported a position in TrueShares Structured Outcome May ETF in Q3 2024 and held it in 2 quarters.
  • CreativeOne Wealth's TrueShares Structured Outcome May ETF position peaked at $382K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held TrueShares Structured Outcome May ETF as of Q1 2025.

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