EWM
ONEZ

Evolution Wealth Management’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

Evolution Wealth 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
Q1 		$60.5K Hold
2,417
– – 0.04% 234
2025
Q4 		$62.8K Hold
2,417
– – 0.05% 214
2025
Q3 		$64.1K Hold
2,417
– – 0.07% 179
2025
Q2 		$61.1K Buy
+2,417
New +$58K 0.08% 160

Other funds holding ONEZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return

Evolution Wealth Management's ONEZ Position: Q1 2026 in Review

Evolution Wealth Management held its TrueShares Seasonality Laddered Buffered ETF (ONEZ) position steady in Q1 2026 at 2,417 shares worth $60.5K. The position accounts for 0.04% of the portfolio, ranked #234.

Evolution Wealth Management first reported a position in ONEZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $64.1K in Q3 2025. 34 funds tracked by Wall St. Rank hold ONEZ as of Q1 2026.

  • Evolution Wealth Management held 2,417 shares of TrueShares Seasonality Laddered Buffered ETF worth $60.5K as of Q1 2026.
  • Evolution Wealth Management left its TrueShares Seasonality Laddered Buffered ETF share count unchanged in Q1 2026.
  • TrueShares Seasonality Laddered Buffered ETF made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Evolution Wealth Management first reported a position in TrueShares Seasonality Laddered Buffered ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's TrueShares Seasonality Laddered Buffered ETF position peaked at $64.1K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.