LifeWealth Investments’s TrueShares S&P Autocallable Defensive Income ETF PAYM Stock Holding History

LifeWealth Investments’s Portfolio PAYM Stock Details PAYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$561K	Buy	+25,565	New	+$626K	0.17%	77

Other funds holding PAYM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return