Lloyd Advisory Services
MARZ icon

Lloyd Advisory Services’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Lloyd Advisory Services’s Portfolio MARZ Stock Details MARZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52 Buy
+1
New +$36 ﹤0.01% 623
2026
Q1 		– Sell
-29
Closed -$979 – 971
2025
Q4 		$979 Buy
+29
New +$1.02K ﹤0.01% 485
2025
Q2 		– Sell
-50,265
Closed -$1.52M – 112
2025
Q1 		$1.52M Sell
50,265
-1,652
-3% -$52K 0.77% 29
2024
Q4 		$1.63M Sell
51,917
-1,151
-2% -$37.8K 0.77% 28
2024
Q3 		$1.71M Sell
53,068
-32
-0.1% -$1K 0.83% 26
2024
Q2 		$1.64M Buy
+53,100
New +$1.59M 0.77% 29

Other funds holding MARZ

TrueMark Investments
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Lloyd Advisory Services's MARZ Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in TrueShares Structured Outcome March ETF (MARZ) in Q2 2026: 1 share worth $52. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in MARZ as recently as Q4 2025.

Lloyd Advisory Services first reported a position in MARZ in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.71M in Q3 2024. 15 funds tracked by Wall St. Rank hold MARZ as of Q2 2026.

  • Lloyd Advisory Services held 1 share of TrueShares Structured Outcome March ETF worth $52 as of Q2 2026.
  • TrueShares Structured Outcome March ETF was a new Lloyd Advisory Services position in Q2 2026.
  • TrueShares Structured Outcome March ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #623 holding.
  • Lloyd Advisory Services first reported a position in TrueShares Structured Outcome March ETF in Q2 2024 and has held it in 6 quarters since.
  • Lloyd Advisory Services's TrueShares Structured Outcome March ETF position peaked at $1.71M in Q3 2024.
  • 15 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.