HBS
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Howard Bailey Securities’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Howard Bailey Securities’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
-14,460
Closed -$438K – 164
2025
Q1 		$438K Buy
14,460
+1,418
+11% +$44.6K 0.15% 86
2024
Q4 		$409K Sell
13,042
-1,683
-11% -$55.3K 0.15% 87
2024
Q3 		$474K Buy
+14,725
New +$461K 0.18% 77

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

Howard Bailey Securities's MARZ Position: Q2 2025 in Review

Howard Bailey Securities sold out of TrueShares Structured Outcome March ETF (MARZ) in Q2 2025, closing a stake of 14,460 shares — an estimated $438K sold.

Howard Bailey Securities first reported a position in MARZ in Q3 2024 and held it in 3 quarters. The position peaked at $474K in Q3 2024. 9 funds tracked by Wall St. Rank hold MARZ as of Q2 2025.

  • Howard Bailey Securities reported no remaining TrueShares Structured Outcome March ETF position as of Q2 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 14,460 TrueShares Structured Outcome March ETF shares in Q2 2025, an estimated $438K.
  • Howard Bailey Securities first reported a position in TrueShares Structured Outcome March ETF in Q3 2024 and held it in 3 quarters.
  • Howard Bailey Securities's TrueShares Structured Outcome March ETF position peaked at $474K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2025.

Based on Howard Bailey Securities's 13F filing for Q2 2025, filed 7 Aug 2025.