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Great Lakes Retirement’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Great Lakes Retirement’s Portfolio MARZ Stock Details MARZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,996
Closed -$303K – 212
2025
Q1 		$303K Sell
9,996
-447
-4% -$14.1K 0.04% 190
2024
Q4 		$327K Sell
10,443
-735
-7% -$24.1K 0.04% 188
2024
Q3 		$360K Sell
11,178
-244
-2% -$7.64K 0.05% 181
2024
Q2 		$354K Sell
11,422
-1,116
-9% -$33.5K 0.05% 177
2024
Q1 		$377K Buy
+12,538
New +$362K 0.06% 182

Other funds holding MARZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Great Lakes Retirement's MARZ Position: Q2 2025 in Review

Great Lakes Retirement sold out of TrueShares Structured Outcome March ETF (MARZ) in Q2 2025, closing a stake of 9,996 shares — an estimated $303K sold.

Great Lakes Retirement first reported a position in MARZ in Q1 2024 and held it in 5 quarters. The position peaked at $377K in Q1 2024. 9 funds tracked by Wall St. Rank hold MARZ as of Q2 2025.

  • Great Lakes Retirement reported no remaining TrueShares Structured Outcome March ETF position as of Q2 2025 after selling out during the quarter.
  • Great Lakes Retirement sold 9,996 TrueShares Structured Outcome March ETF shares in Q2 2025, an estimated $303K.
  • Great Lakes Retirement first reported a position in TrueShares Structured Outcome March ETF in Q1 2024 and held it in 5 quarters.
  • Great Lakes Retirement's TrueShares Structured Outcome March ETF position peaked at $377K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2025.

Based on Great Lakes Retirement's 13F filing for Q2 2025, filed 4 Aug 2025.