IFG Advisory
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IFG Advisory’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

IFG Advisory’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
2026
Q3 		$68.1K Sell
1,469
-189
-11% -$8.73K ﹤0.01% 1204
2026
Q2 		$75.8K Buy
+1,658
New +$73.9K ﹤0.01% 1184

Other funds holding OCTZ

TrueMark Investments
TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $159M AUM 16.78% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
TWM
Todd Wealth Management Venice, Florida $131M AUM 28.18% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

IFG Advisory's OCTZ Position: Q3 2026 in Review

IFG Advisory reduced its TrueShares Structured Outcome October ETF (OCTZ) stake by 11% in Q3 2026, selling an estimated $8.73K and leaving 1,469 shares worth $68.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

IFG Advisory first reported a position in OCTZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $75.8K in Q2 2026. 20 funds tracked by Wall St. Rank hold OCTZ as of Q3 2026.

  • IFG Advisory held 1,469 shares of TrueShares Structured Outcome October ETF worth $68.1K as of Q3 2026.
  • IFG Advisory sold 189 TrueShares Structured Outcome October ETF shares in Q3 2026, an estimated $8.73K.
  • TrueShares Structured Outcome October ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1204 holding.
  • IFG Advisory first reported a position in TrueShares Structured Outcome October ETF in Q2 2026 and has held it in 2 quarters since.
  • IFG Advisory's TrueShares Structured Outcome October ETF position peaked at $75.8K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held TrueShares Structured Outcome October ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.