Elevated Capital Advisors
ONEZ icon

Elevated Capital Advisors’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

Elevated Capital Advisors’s Portfolio ONEZ Stock Details ONEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.79M Buy
206,961
+63,909
+45% +$1.78M 1.93% 17
2026
Q2 		$3.95M Buy
143,052
+56,023
+64% +$1.51M 1.09% 22
2026
Q1 		$2.18M Buy
+87,029
New +$2.25M 0.55% 43

Other funds holding ONEZ

Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

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

Elevated Capital Advisors increased its TrueShares Seasonality Laddered Buffered ETF (ONEZ) stake by 45% in Q3 2026, buying an estimated $1.78M and bringing the position to 206,961 shares worth $5.79M. The position accounts for 1.93% of the portfolio, ranked #17.

Elevated Capital Advisors first reported a position in ONEZ in Q1 2026 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold ONEZ as of Q3 2026.

  • Elevated Capital Advisors held 206,961 shares of TrueShares Seasonality Laddered Buffered ETF worth $5.79M as of Q3 2026.
  • Elevated Capital Advisors bought 63,909 TrueShares Seasonality Laddered Buffered ETF shares in Q3 2026, an estimated $1.78M.
  • TrueShares Seasonality Laddered Buffered ETF made up 1.93% of Elevated Capital Advisors's portfolio in Q3 2026, its #17 holding.
  • Elevated Capital Advisors first reported a position in TrueShares Seasonality Laddered Buffered ETF in Q1 2026 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q3 2026.

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