LI
ONEZ

LifeWealth Investments’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

LifeWealth Investments’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 		$2.13M Buy
77,154
+39,574
+105% +$1.07M 0.57% 40
2026
Q1 		$941K Sell
37,580
-12,737
-25% -$329K 0.28% 56
2025
Q4 		$1.31M Sell
50,317
-3,116
-6% -$83.2K 0.41% 51
2025
Q3 		$1.42M Buy
53,433
+22,277
+72% +$576K 0.47% 52
2025
Q2 		$787K Buy
31,156
+22,579
+263% +$541K 0.29% 66
2025
Q1 		$203K Buy
+8,577
New +$210K 0.1% 125

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
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $94.7M AUM
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

LifeWealth Investments's ONEZ Position: Q2 2026 in Review

LifeWealth Investments increased its TrueShares Seasonality Laddered Buffered ETF (ONEZ) stake by 105% in Q2 2026, buying an estimated $1.07M and bringing the position to 77,154 shares worth $2.13M. The position accounts for 0.57% of the portfolio, ranked #40.

LifeWealth Investments first reported a position in ONEZ in Q1 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold ONEZ as of Q2 2026.

  • LifeWealth Investments held 77,154 shares of TrueShares Seasonality Laddered Buffered ETF worth $2.13M as of Q2 2026.
  • LifeWealth Investments bought 39,574 TrueShares Seasonality Laddered Buffered ETF shares in Q2 2026, an estimated $1.07M.
  • TrueShares Seasonality Laddered Buffered ETF made up 0.57% of LifeWealth Investments's portfolio in Q2 2026, its #40 holding.
  • LifeWealth Investments first reported a position in TrueShares Seasonality Laddered Buffered ETF in Q1 2025 and has held it in 6 quarters since.
  • 38 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.