KFG
OCTZ

Kingdom Financial Group’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

Kingdom Financial Group’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
Q1 		$93K Buy
2,262
+236
+12% +$10K 0.03% 208
2025
Q4 		$86.2K Buy
+2,026
New +$88.6K 0.03% 210

Other funds holding OCTZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM

Kingdom Financial Group's OCTZ Position: Q1 2026 in Review

Kingdom Financial Group increased its TrueShares Structured Outcome October ETF (OCTZ) stake by 12% in Q1 2026, buying an estimated $10K and bringing the position to 2,262 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #208.

Kingdom Financial Group first reported a position in OCTZ in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold OCTZ as of Q1 2026.

  • Kingdom Financial Group held 2,262 shares of TrueShares Structured Outcome October ETF worth $93K as of Q1 2026.
  • Kingdom Financial Group bought 236 TrueShares Structured Outcome October ETF shares in Q1 2026, an estimated $10K.
  • TrueShares Structured Outcome October ETF made up 0.03% of Kingdom Financial Group's portfolio in Q1 2026, its #208 holding.
  • Kingdom Financial Group first reported a position in TrueShares Structured Outcome October ETF in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held TrueShares Structured Outcome October ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.