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Integrated Wealth Management (Ohio)’s TrueShares Structured Outcome December ETF DECZ Stock Holding History

Integrated Wealth Management (Ohio)’s Portfolio DECZ Stock Details DECZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,627
Closed -$529K – 94
2026
Q1 		$529K Buy
13,627
+434
+3% +$17.4K 0.61% 50
2025
Q4 		$531K Buy
+13,193
New +$542K 0.6% 49

Other funds holding DECZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s DECZ Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) sold out of TrueShares Structured Outcome December ETF (DECZ) in Q2 2026, closing a stake of 13,627 shares — an estimated $529K sold.

Integrated Wealth Management (Ohio) first reported a position in DECZ in Q4 2025 and held it in 2 quarters. The position peaked at $531K in Q4 2025. 21 funds tracked by Wall St. Rank hold DECZ as of Q2 2026.

  • Integrated Wealth Management (Ohio) reported no remaining TrueShares Structured Outcome December ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 13,627 TrueShares Structured Outcome December ETF shares in Q2 2026, an estimated $529K.
  • Integrated Wealth Management (Ohio) first reported a position in TrueShares Structured Outcome December ETF in Q4 2025 and held it in 2 quarters.
  • Integrated Wealth Management (Ohio)'s TrueShares Structured Outcome December ETF position peaked at $531K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held TrueShares Structured Outcome December ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.