Lloyd Advisory Services’s TrueShares Structured Outcome December ETF DECZ Stock Holding History

Lloyd Advisory Services’s Portfolio DECZ Stock Details DECZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$180K	Sell	4,632 -86,343	-95%	-$3.46M	0.05%	157
2025 Q4	$3.66M	Buy	90,975 +13,347	+17%	+$549K	1.42%	15
2025 Q3	$3.16M	Buy	+77,628	New	+$3.07M	1.49%	16
2025 Q2	–	Sell	-114,020	Closed	-$4.09M	–	103
2025 Q1	$4.09M	Sell	114,020 -4,542	-4%	-$168K	2.05%	11
2024 Q4	$4.39M	Sell	118,562 -5,212	-4%	-$198K	2.08%	11
2024 Q3	$4.6M	Buy	123,774 +1,470	+1%	+$52.9K	2.22%	12
2024 Q2	$4.35M	Sell	122,304 -219,894	-64%	-$7.56M	2.05%	12
2024 Q1	$13.2M	Buy	342,198 +224,524	+191%	+$7.41M	2.82%	6
2023 Q4	$3.75M	Buy	+117,674	New	+$3.61M	1.78%	13

Other funds holding DECZ

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

TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return

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

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

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

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

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

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

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

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