GRP
ONEZ

Global Retirement Partners’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

Global Retirement Partners’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
2025
Q3 		– Sell
-59
Closed -$1.49K – 4055
2025
Q2 		$1.49K Buy
+59
New +$1.42K ﹤0.01% 3340

Other funds holding ONEZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

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

Global Retirement Partners sold out of TrueShares Seasonality Laddered Buffered ETF (ONEZ) in Q3 2025, closing a stake of 59 shares — an estimated $1.49K sold.

Global Retirement Partners first reported a position in ONEZ in Q2 2025 and held it in 1 quarter. The position peaked at $1.49K in Q2 2025. 25 funds tracked by Wall St. Rank hold ONEZ as of Q3 2025.

  • Global Retirement Partners reported no remaining TrueShares Seasonality Laddered Buffered ETF position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 59 TrueShares Seasonality Laddered Buffered ETF shares in Q3 2025, an estimated $1.49K.
  • Global Retirement Partners first reported a position in TrueShares Seasonality Laddered Buffered ETF in Q2 2025 and held it in 1 quarter.
  • Global Retirement Partners's TrueShares Seasonality Laddered Buffered ETF position peaked at $1.49K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q3 2025.

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