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
-56,288
-53% -$1.5M 0.41% 51
2025
Q3 		$2.83M Buy
106,605
+47,046
+79% +$1.22M 0.43% 53
2025
Q2 		$1.5M Buy
59,559
+50,982
+594% +$1.22M 0.26% 69
2025
Q1 		$203K Buy
+8,577
New +$210K 0.04% 193

Other funds holding ONEZ

FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. The position peaked at $2.83M in Q3 2025. 10 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.
  • LifeWealth Investments's TrueShares Seasonality Laddered Buffered ETF position peaked at $2.83M in Q3 2025.
  • 10 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.