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 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 Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

WCG

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

AWM

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

Lloyd Advisory Services's MARZ Position: Q1 2026 in Review

Lloyd Advisory Services sold out of TrueShares Structured Outcome March ETF (MARZ) in Q1 2026, closing a stake of 29 shares — an estimated $979 sold.

Lloyd Advisory Services first reported a position in MARZ in Q2 2024 and held it in 5 quarters. The position peaked at $1.71M in Q3 2024. 13 funds tracked by Wall St. Rank hold MARZ as of Q1 2026.

Lloyd Advisory Services reported no remaining TrueShares Structured Outcome March ETF position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 29 TrueShares Structured Outcome March ETF shares in Q1 2026, an estimated $979.
Lloyd Advisory Services first reported a position in TrueShares Structured Outcome March ETF in Q2 2024 and held it in 5 quarters.
Lloyd Advisory Services's TrueShares Structured Outcome March ETF position peaked at $1.71M in Q3 2024.
13 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.