Elevated Capital Advisors’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Elevated Capital Advisors’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
2026 Q3	$11.4K	Hold	306	–	–	﹤0.01%	454
2026 Q2	$11.2K	Hold	306	–	–	﹤0.01%	479
2026 Q1	$10.1K	Sell	306 -16,287	-98%	-$556K	﹤0.01%	461
2025 Q4	$569K	Sell	16,593 -591	-3%	-$20.7K	0.13%	184
2025 Q3	$598K	Sell	17,184 -1,970	-10%	-$66.4K	0.15%	177
2025 Q2	$581K	Hold	19,154	–	–	0.16%	175
2025 Q1	$581K	Buy	19,154 +711	+4%	+$22.4K	0.16%	175
2024 Q4	$578K	Buy	18,443 +3,862	+26%	+$127K	0.16%	180
2024 Q3	$470K	Buy	14,581 +6,655	+84%	+$208K	0.12%	210
2024 Q2	$245K	Buy	+7,926	New	+$238K	0.07%	212

Other funds holding MARZ

TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Elevated Capital Advisors's MARZ Position: Q3 2026 in Review

Elevated Capital Advisors held its TrueShares Structured Outcome March ETF (MARZ) position steady in Q3 2026 at 306 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Elevated Capital Advisors first reported a position in MARZ in Q2 2024 and has held it in 10 quarters since. The position peaked at $598K in Q3 2025. 12 funds tracked by Wall St. Rank hold MARZ as of Q3 2026.

Elevated Capital Advisors held 306 shares of TrueShares Structured Outcome March ETF worth $11.4K as of Q3 2026.
Elevated Capital Advisors left its TrueShares Structured Outcome March ETF share count unchanged in Q3 2026.
TrueShares Structured Outcome March ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #454 holding.
Elevated Capital Advisors first reported a position in TrueShares Structured Outcome March ETF in Q2 2024 and has held it in 10 quarters since.
Elevated Capital Advisors's TrueShares Structured Outcome March ETF position peaked at $598K in Q3 2025.
12 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.