Envestnet Asset Management
ONEZ

Envestnet Asset Management’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

Envestnet Asset Management’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
Q2 		$2.25M Buy
+81,374
New +$2.2M ﹤0.01% 3063

Other funds holding ONEZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 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
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
CA
Centennial Advisors Austin, Texas $83.8M AUM

Envestnet Asset Management's ONEZ Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in TrueShares Seasonality Laddered Buffered ETF (ONEZ) in Q2 2026: 81,374 shares worth $2.25M. The stake represents ﹤0.01% of the portfolio and ranks #3063 among its holdings.

21 funds tracked by Wall St. Rank hold ONEZ as of Q2 2026.

  • Envestnet Asset Management held 81,374 shares of TrueShares Seasonality Laddered Buffered ETF worth $2.25M as of Q2 2026.
  • TrueShares Seasonality Laddered Buffered ETF was a new Envestnet Asset Management position in Q2 2026.
  • TrueShares Seasonality Laddered Buffered ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3063 holding.
  • 21 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.