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Lord & Richards Wealth Management’s TrueShares Structured Outcome December ETF DECZ Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-1,319
Closed -$47.3K – 75
2025
Q1 		$47.3K Buy
+1,319
New +$48.9K 0.05% 90

Other funds holding DECZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lord & Richards Wealth Management sold out of TrueShares Structured Outcome December ETF (DECZ) in Q2 2025, closing a stake of 1,319 shares — an estimated $47.3K sold.

Lord & Richards Wealth Management first reported a position in DECZ in Q1 2025 and held it in 1 quarter. The position peaked at $47.3K in Q1 2025. 15 funds tracked by Wall St. Rank hold DECZ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining TrueShares Structured Outcome December ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1,319 TrueShares Structured Outcome December ETF shares in Q2 2025, an estimated $47.3K.
  • Lord & Richards Wealth Management first reported a position in TrueShares Structured Outcome December ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's TrueShares Structured Outcome December ETF position peaked at $47.3K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held TrueShares Structured Outcome December ETF as of Q2 2025.

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