GRP
OCTZ

Global Retirement Partners’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

Global Retirement Partners’s Portfolio OCTZ Stock Details OCTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18
Closed -$744 – 3973
2025
Q2 		$744 Buy
+18
New +$694 ﹤0.01% 3511

Other funds holding OCTZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's OCTZ Position: Q3 2025 in Review

Global Retirement Partners sold out of TrueShares Structured Outcome October ETF (OCTZ) in Q3 2025, closing a stake of 18 shares — an estimated $744 sold.

Global Retirement Partners first reported a position in OCTZ in Q2 2025 and held it in 1 quarter. The position peaked at $744 in Q2 2025. 10 funds tracked by Wall St. Rank hold OCTZ as of Q3 2025.

  • Global Retirement Partners reported no remaining TrueShares Structured Outcome October ETF position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 18 TrueShares Structured Outcome October ETF shares in Q3 2025, an estimated $744.
  • Global Retirement Partners first reported a position in TrueShares Structured Outcome October ETF in Q2 2025 and held it in 1 quarter.
  • Global Retirement Partners's TrueShares Structured Outcome October ETF position peaked at $744 in Q2 2025.
  • 10 funds tracked by Wall St. Rank held TrueShares Structured Outcome October ETF as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.