GM
QBUL

GeoWealth Management’s TrueShares Quarterly Bull Hedge ETF QBUL Stock Holding History

GeoWealth Management’s Portfolio QBUL Stock Details QBUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,248
Closed -$362K – 1268
2025
Q2 		$362K Sell
14,248
-1,688
-11% -$42.2K 0.01% 490
2025
Q1 		$396K Buy
15,936
+1,286
+9% +$31.9K 0.02% 478
2024
Q4 		$362K Buy
14,650
+4,561
+45% +$116K 0.01% 566
2024
Q3 		$256K Buy
+10,089
New +$254K 0.01% 643

Other funds holding QBUL

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's QBUL Position: Q3 2025 in Review

GeoWealth Management sold out of TrueShares Quarterly Bull Hedge ETF (QBUL) in Q3 2025, closing a stake of 14,248 shares — an estimated $362K sold.

GeoWealth Management first reported a position in QBUL in Q3 2024 and held it in 4 quarters. The position peaked at $396K in Q1 2025. 10 funds tracked by Wall St. Rank hold QBUL as of Q3 2025.

  • GeoWealth Management reported no remaining TrueShares Quarterly Bull Hedge ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 14,248 TrueShares Quarterly Bull Hedge ETF shares in Q3 2025, an estimated $362K.
  • GeoWealth Management first reported a position in TrueShares Quarterly Bull Hedge ETF in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's TrueShares Quarterly Bull Hedge ETF position peaked at $396K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held TrueShares Quarterly Bull Hedge ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.