Integrated Wealth Concepts’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

Integrated Wealth Concepts’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 Q2	$40.7K	Buy	+890	New	+$39.7K	﹤0.01%	3531

Other funds holding OCTZ

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC Tampa, Florida $829M AUM

Mosley Wealth Management Anaheim, California $314M AUM

Integrated Wealth Concepts's OCTZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in TrueShares Structured Outcome October ETF (OCTZ) in Q2 2026: 890 shares worth $40.7K. The stake represents ﹤0.01% of the portfolio and ranks #3531 among its holdings.

15 funds tracked by Wall St. Rank hold OCTZ as of Q2 2026.

Integrated Wealth Concepts held 890 shares of TrueShares Structured Outcome October ETF worth $40.7K as of Q2 2026.
TrueShares Structured Outcome October ETF was a new Integrated Wealth Concepts position in Q2 2026.
TrueShares Structured Outcome October ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3531 holding.
15 funds tracked by Wall St. Rank held TrueShares Structured Outcome October ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.