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Independent Financial Group’s TrueShares Structured Outcome September ETF SEPZ Stock Holding History

Independent Financial Group’s Portfolio SEPZ Stock Details SEPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,933
Closed -$238K – 826
2021
Q3 		$238K Buy
+7,933
New +$242K 0.02% 614

Other funds holding SEPZ

WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Independent Financial Group's SEPZ Position: Q4 2021 in Review

Independent Financial Group sold out of TrueShares Structured Outcome September ETF (SEPZ) in Q4 2021, closing a stake of 7,933 shares — an estimated $238K sold.

Independent Financial Group first reported a position in SEPZ in Q3 2021 and held it in 1 quarter. The position peaked at $238K in Q3 2021. 14 funds tracked by Wall St. Rank hold SEPZ as of Q4 2021.

  • Independent Financial Group reported no remaining TrueShares Structured Outcome September ETF position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 7,933 TrueShares Structured Outcome September ETF shares in Q4 2021, an estimated $238K.
  • Independent Financial Group first reported a position in TrueShares Structured Outcome September ETF in Q3 2021 and held it in 1 quarter.
  • Independent Financial Group's TrueShares Structured Outcome September ETF position peaked at $238K in Q3 2021.
  • 14 funds tracked by Wall St. Rank held TrueShares Structured Outcome September ETF as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.