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

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

MAWAG

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

CIAS

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

ECA

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.