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Decker Retirement Planning’s TrueShares Structured Outcome September ETF SEPZ Stock Holding History

Decker Retirement Planning’s Portfolio SEPZ Stock Details SEPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.2K Buy
1,148
+891
+347% +$39.5K 0.02% 116
2026
Q1 		$10.4K Buy
257
+101
+65% +$4.25K ﹤0.01% 168
2025
Q4 		$6.59K Sell
156
-171
-52% -$7.3K ﹤0.01% 183
2025
Q3 		$13.8K Hold
327
– – 0.01% 146
2025
Q2 		$13K Buy
+327
New +$12.3K 0.01% 153

Other funds holding SEPZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
CA
Centennial Advisors Austin, Texas $83.8M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM

Decker Retirement Planning's SEPZ Position: Q2 2026 in Review

Decker Retirement Planning increased its TrueShares Structured Outcome September ETF (SEPZ) stake by 347% in Q2 2026, buying an estimated $39.5K and bringing the position to 1,148 shares worth $52.2K. The position accounts for 0.02% of the portfolio, ranked #116.

Decker Retirement Planning first reported a position in SEPZ in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold SEPZ as of Q2 2026.

  • Decker Retirement Planning held 1,148 shares of TrueShares Structured Outcome September ETF worth $52.2K as of Q2 2026.
  • Decker Retirement Planning bought 891 TrueShares Structured Outcome September ETF shares in Q2 2026, an estimated $39.5K.
  • TrueShares Structured Outcome September ETF made up 0.02% of Decker Retirement Planning's portfolio in Q2 2026, its #116 holding.
  • Decker Retirement Planning first reported a position in TrueShares Structured Outcome September ETF in Q2 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held TrueShares Structured Outcome September ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.