Independent Financial Group’s TrueShares Technology AI & Deep Learning ETF LRNZ Stock Holding History

Independent Financial Group’s Portfolio LRNZ Stock Details LRNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,078	Closed	-$237K	–	1229
2024 Q4	$237K	Sell	6,078 -705	-10%	-$28.3K	0.01%	1009
2024 Q3	$255K	Sell	6,783 -873	-11%	-$32.7K	0.01%	940
2024 Q2	$302K	Buy	7,656 +69	+0.9%	+$2.6K	0.01%	832
2024 Q1	$297K	Buy	+7,587	New	+$295K	0.01%	789

Other funds holding LRNZ

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PSFG

Park Square Financial Group Roswell, Georgia $11.1M AUM 15.3% 1-Year Est. Return

Independent Financial Group's LRNZ Position: Q1 2025 in Review

Independent Financial Group sold out of TrueShares Technology AI & Deep Learning ETF (LRNZ) in Q1 2025, closing a stake of 6,078 shares — an estimated $237K sold.

Independent Financial Group first reported a position in LRNZ in Q1 2024 and held it in 4 quarters. The position peaked at $302K in Q2 2024. 23 funds tracked by Wall St. Rank hold LRNZ as of Q1 2025.

Independent Financial Group reported no remaining TrueShares Technology AI & Deep Learning ETF position as of Q1 2025 after selling out during the quarter.
Independent Financial Group sold 6,078 TrueShares Technology AI & Deep Learning ETF shares in Q1 2025, an estimated $237K.
Independent Financial Group first reported a position in TrueShares Technology AI & Deep Learning ETF in Q1 2024 and held it in 4 quarters.
Independent Financial Group's TrueShares Technology AI & Deep Learning ETF position peaked at $302K in Q2 2024.
23 funds tracked by Wall St. Rank held TrueShares Technology AI & Deep Learning ETF as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.