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Lord & Richards Wealth Management’s TrueShares Structured Outcome April ETF APRZ Stock Holding History

Lord & Richards Wealth Management’s Portfolio APRZ Stock Details APRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-550
Closed -$18.1K – 57
2025
Q1 		$18.1K Buy
+550
New +$18.8K 0.02% 106

Other funds holding APRZ

TI
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
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lord & Richards Wealth Management's APRZ Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of TrueShares Structured Outcome April ETF (APRZ) in Q2 2025, closing a stake of 550 shares — an estimated $18.1K sold.

Lord & Richards Wealth Management first reported a position in APRZ in Q1 2025 and held it in 1 quarter. The position peaked at $18.1K in Q1 2025. 13 funds tracked by Wall St. Rank hold APRZ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining TrueShares Structured Outcome April ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 550 TrueShares Structured Outcome April ETF shares in Q2 2025, an estimated $18.1K.
  • Lord & Richards Wealth Management first reported a position in TrueShares Structured Outcome April ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's TrueShares Structured Outcome April ETF position peaked at $18.1K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held TrueShares Structured Outcome April ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.