IWMO
ONEZ

Integrated Wealth Management (Ohio)’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

Integrated Wealth Management (Ohio)’s Portfolio ONEZ Stock Details ONEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.35M Buy
157,722
+102,628
+186% +$2.78M 4.6% 4
2026
Q1 		$1.38M Buy
55,094
+7,180
+15% +$185K 1.58% 19
2025
Q4 		$1.24M Buy
+47,914
New +$1.28M 1.4% 25

Other funds holding ONEZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

Integrated Wealth Management (Ohio) increased its TrueShares Seasonality Laddered Buffered ETF (ONEZ) stake by 186% in Q2 2026, buying an estimated $2.78M and bringing the position to 157,722 shares worth $4.35M. The position accounts for 4.6% of the portfolio, ranked #4.

Integrated Wealth Management (Ohio) first reported a position in ONEZ in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ONEZ as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 157,722 shares of TrueShares Seasonality Laddered Buffered ETF worth $4.35M as of Q2 2026.
  • Integrated Wealth Management (Ohio) bought 102,628 TrueShares Seasonality Laddered Buffered ETF shares in Q2 2026, an estimated $2.78M.
  • TrueShares Seasonality Laddered Buffered ETF made up 4.6% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #4 holding.
  • Integrated Wealth Management (Ohio) first reported a position in TrueShares Seasonality Laddered Buffered ETF in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q2 2026.

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