LRWM
MARZ icon

Lord & Richards Wealth Management’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-504
Closed -$15.3K – 122
2025
Q1 		$15.3K Buy
+504
New +$15.9K 0.02% 110

Other funds holding MARZ

TI
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 $488M AUM 17.59% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lord & Richards Wealth Management sold out of TrueShares Structured Outcome March ETF (MARZ) in Q2 2025, closing a stake of 504 shares — an estimated $15.3K sold.

Lord & Richards Wealth Management first reported a position in MARZ in Q1 2025 and held it in 1 quarter. The position peaked at $15.3K in Q1 2025. 9 funds tracked by Wall St. Rank hold MARZ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining TrueShares Structured Outcome March ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 504 TrueShares Structured Outcome March ETF shares in Q2 2025, an estimated $15.3K.
  • Lord & Richards Wealth Management first reported a position in TrueShares Structured Outcome March ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's TrueShares Structured Outcome March ETF position peaked at $15.3K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2025.

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