EverSource Wealth Advisors
ONEZ icon

EverSource Wealth Advisors’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

EverSource Wealth 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 		$47.7K Buy
+1,704
New +$47.6K ﹤0.01% 1817

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
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 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

EverSource Wealth Advisors's ONEZ Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in TrueShares Seasonality Laddered Buffered ETF (ONEZ) in Q3 2026: 1,704 shares worth $47.7K. The stake represents ﹤0.01% of the portfolio and ranks #1817 among its holdings.

30 funds tracked by Wall St. Rank hold ONEZ as of Q3 2026.

  • EverSource Wealth Advisors held 1,704 shares of TrueShares Seasonality Laddered Buffered ETF worth $47.7K as of Q3 2026.
  • TrueShares Seasonality Laddered Buffered ETF was a new EverSource Wealth Advisors position in Q3 2026.
  • TrueShares Seasonality Laddered Buffered ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1817 holding.
  • 30 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q3 2026.

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