CAG
OCTZ

Csenge Advisory Group’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

Csenge Advisory Group’s Portfolio OCTZ Stock Details OCTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Buy
+4,964
New +$211K 0.01% 713

Other funds holding OCTZ

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
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM

Csenge Advisory Group's OCTZ Position: Q1 2026 in Review

Csenge Advisory Group opened a new position in TrueShares Structured Outcome October ETF (OCTZ) in Q1 2026: 4,964 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings.

30 funds tracked by Wall St. Rank hold OCTZ as of Q1 2026.

  • Csenge Advisory Group held 4,964 shares of TrueShares Structured Outcome October ETF worth $204K as of Q1 2026.
  • TrueShares Structured Outcome October ETF was a new Csenge Advisory Group position in Q1 2026.
  • TrueShares Structured Outcome October ETF made up 0.01% of Csenge Advisory Group's portfolio in Q1 2026, its #713 holding.
  • 30 funds tracked by Wall St. Rank held TrueShares Structured Outcome October ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.