EverSource Wealth Advisors’s TrueShares Structured Outcome September ETF SEPZ Stock Holding History

EverSource Wealth Advisors’s Portfolio SEPZ Stock Details SEPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.9K	Buy	+431	New	+$19.8K	﹤0.01%	2451

Other funds holding SEPZ

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

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

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

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in TrueShares Structured Outcome September ETF (SEPZ) in Q3 2026: 431 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #2451 among its holdings.

32 funds tracked by Wall St. Rank hold SEPZ as of Q3 2026.

EverSource Wealth Advisors held 431 shares of TrueShares Structured Outcome September ETF worth $19.9K as of Q3 2026.
TrueShares Structured Outcome September ETF was a new EverSource Wealth Advisors position in Q3 2026.
TrueShares Structured Outcome September ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2451 holding.
32 funds tracked by Wall St. Rank held TrueShares Structured Outcome September ETF as of Q3 2026.

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