FWG Investments’s TrueShares S&P Autocallable Defensive Income ETF PAYM Stock Holding History

FWG Investments’s Portfolio PAYM Stock Details PAYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$265K	Buy	+12,051	New	+$295K	0.17%	107

Other funds holding PAYM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

FWG Investments's PAYM Position: Q1 2026 in Review

FWG Investments opened a new position in TrueShares S&P Autocallable Defensive Income ETF (PAYM) in Q1 2026: 12,051 shares worth $265K. The stake represents 0.17% of the portfolio and ranks #107 among its holdings.

27 funds tracked by Wall St. Rank hold PAYM as of Q1 2026.

FWG Investments held 12,051 shares of TrueShares S&P Autocallable Defensive Income ETF worth $265K as of Q1 2026.
TrueShares S&P Autocallable Defensive Income ETF was a new FWG Investments position in Q1 2026.
TrueShares S&P Autocallable Defensive Income ETF made up 0.17% of FWG Investments's portfolio in Q1 2026, its #107 holding.
27 funds tracked by Wall St. Rank held TrueShares S&P Autocallable Defensive Income ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.