GLR
PAYM

Great Lakes Retirement’s TrueShares S&P Autocallable Defensive Income ETF PAYM Stock Holding History

Great Lakes Retirement’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 		$940K Buy
+42,830
New +$1.05M 0.1% 157

Other funds holding PAYM

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Great Lakes Retirement's PAYM Position: Q1 2026 in Review

Great Lakes Retirement opened a new position in TrueShares S&P Autocallable Defensive Income ETF (PAYM) in Q1 2026: 42,830 shares worth $940K. The stake represents 0.1% of the portfolio and ranks #157 among its holdings.

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

  • Great Lakes Retirement held 42,830 shares of TrueShares S&P Autocallable Defensive Income ETF worth $940K as of Q1 2026.
  • TrueShares S&P Autocallable Defensive Income ETF was a new Great Lakes Retirement position in Q1 2026.
  • TrueShares S&P Autocallable Defensive Income ETF made up 0.1% of Great Lakes Retirement's portfolio in Q1 2026, its #157 holding.
  • 27 funds tracked by Wall St. Rank held TrueShares S&P Autocallable Defensive Income ETF as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.