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Insight 2811 Inc’s TrueShares Structured Outcome April ETF APRZ Stock Holding History

Insight 2811 Inc’s Portfolio APRZ Stock Details APRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,567
Closed -$218K – 90
2024
Q2 		$218K Sell
6,567
-553
-8% -$17.8K 0.11% 76
2024
Q1 		$230K Sell
7,120
-1,580
-18% -$48.7K 0.12% 72
2023
Q4 		$258K Hold
8,700
– – 0.14% 68
2023
Q3 		$244K Sell
8,700
-223
-2% -$6.44K 0.14% 71
2023
Q2 		$257K Hold
8,923
– – 0.14% 73
2023
Q1 		$242K Hold
8,923
– – 0.15% 78
2022
Q4 		$223K Buy
+8,923
New +$222K 0.14% 82

Other funds holding APRZ

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Insight 2811 Inc's APRZ Position: Q3 2024 in Review

Insight 2811 Inc sold out of TrueShares Structured Outcome April ETF (APRZ) in Q3 2024, closing a stake of 6,567 shares — an estimated $218K sold.

Insight 2811 Inc first reported a position in APRZ in Q4 2022 and held it in 7 quarters. The position peaked at $258K in Q4 2023. 19 funds tracked by Wall St. Rank hold APRZ as of Q3 2024.

  • Insight 2811 Inc reported no remaining TrueShares Structured Outcome April ETF position as of Q3 2024 after selling out during the quarter.
  • Insight 2811 Inc sold 6,567 TrueShares Structured Outcome April ETF shares in Q3 2024, an estimated $218K.
  • Insight 2811 Inc first reported a position in TrueShares Structured Outcome April ETF in Q4 2022 and held it in 7 quarters.
  • Insight 2811 Inc's TrueShares Structured Outcome April ETF position peaked at $258K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held TrueShares Structured Outcome April ETF as of Q3 2024.

Based on Insight 2811 Inc's 13F filing for Q3 2024, filed 6 Nov 2024.