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
Q2 		$82K Buy
2,972
+555
+23% +$15K 0.05% 237
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 $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 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 15.23% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $94.7M AUM
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Evolution Wealth Management's ONEZ Position: Q2 2026 in Review

Evolution Wealth Management increased its TrueShares Seasonality Laddered Buffered ETF (ONEZ) stake by 23% in Q2 2026, buying an estimated $15K and bringing the position to 2,972 shares worth $82K. The position accounts for 0.05% of the portfolio, ranked #237.

Evolution Wealth Management first reported a position in ONEZ in Q2 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold ONEZ as of Q2 2026.

  • Evolution Wealth Management held 2,972 shares of TrueShares Seasonality Laddered Buffered ETF worth $82K as of Q2 2026.
  • Evolution Wealth Management bought 555 TrueShares Seasonality Laddered Buffered ETF shares in Q2 2026, an estimated $15K.
  • TrueShares Seasonality Laddered Buffered ETF made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Evolution Wealth Management first reported a position in TrueShares Seasonality Laddered Buffered ETF in Q2 2025 and has held it in 5 quarters since.
  • 38 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.