DFA
OCTZ

DHJJ Financial Advisors’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

DHJJ Financial Advisors’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
2025
Q2 		– Sell
-334
Closed -$12.7K – 984
2025
Q1 		$12.7K Hold
334
– – 0.01% 479
2024
Q4 		$13.1K Buy
334
+4
+1% +$160 0.01% 467
2024
Q3 		$12.9K Hold
330
– – 0.01% 465
2024
Q2 		$12.3K Hold
330
– – 0.01% 435
2024
Q1 		$11.9K Hold
330
– – 0.01% 430
2023
Q4 		$11K Hold
330
– – 0.01% 431
2023
Q3 		$10.5K Buy
+330
New +$10.8K 0.01% 429

Other funds holding OCTZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 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 $370M AUM 21.67% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

DHJJ Financial Advisors's OCTZ Position: Q2 2025 in Review

DHJJ Financial Advisors sold out of TrueShares Structured Outcome October ETF (OCTZ) in Q2 2025, closing a stake of 334 shares — an estimated $12.7K sold.

DHJJ Financial Advisors first reported a position in OCTZ in Q3 2023 and held it in 7 quarters. The position peaked at $13.1K in Q4 2024. 24 funds tracked by Wall St. Rank hold OCTZ as of Q2 2025.

  • DHJJ Financial Advisors reported no remaining TrueShares Structured Outcome October ETF position as of Q2 2025 after selling out during the quarter.
  • DHJJ Financial Advisors sold 334 TrueShares Structured Outcome October ETF shares in Q2 2025, an estimated $12.7K.
  • DHJJ Financial Advisors first reported a position in TrueShares Structured Outcome October ETF in Q3 2023 and held it in 7 quarters.
  • DHJJ Financial Advisors's TrueShares Structured Outcome October ETF position peaked at $13.1K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held TrueShares Structured Outcome October ETF as of Q2 2025.

Based on DHJJ Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.