KFG
ONEZ

Kingdom Financial Group’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

Kingdom Financial Group’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
Q1 		$373K Sell
14,905
-1,576
-10% -$40.7K 0.11% 90
2025
Q4 		$428K Sell
16,481
-556
-3% -$14.9K 0.13% 84
2025
Q3 		$452K Buy
17,037
+7,187
+73% +$186K 0.28% 52
2025
Q2 		$249K Buy
+9,850
New +$236K 0.22% 43

Other funds holding ONEZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 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
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return

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

Kingdom Financial Group reduced its TrueShares Seasonality Laddered Buffered ETF (ONEZ) stake by 9.6% in Q1 2026, selling an estimated $40.7K and leaving 14,905 shares worth $373K. The position accounts for 0.11% of the portfolio, ranked #90.

Kingdom Financial Group first reported a position in ONEZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $452K in Q3 2025. 34 funds tracked by Wall St. Rank hold ONEZ as of Q1 2026.

  • Kingdom Financial Group held 14,905 shares of TrueShares Seasonality Laddered Buffered ETF worth $373K as of Q1 2026.
  • Kingdom Financial Group sold 1,576 TrueShares Seasonality Laddered Buffered ETF shares in Q1 2026, an estimated $40.7K.
  • TrueShares Seasonality Laddered Buffered ETF made up 0.11% of Kingdom Financial Group's portfolio in Q1 2026, its #90 holding.
  • Kingdom Financial Group first reported a position in TrueShares Seasonality Laddered Buffered ETF in Q2 2025 and has held it in 4 quarters since.
  • Kingdom Financial Group's TrueShares Seasonality Laddered Buffered ETF position peaked at $452K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q1 2026.

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