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Lord & Richards Wealth Management’s TrueShares Structured Outcome May ETF MAYZ Stock Holding History

Lord & Richards Wealth Management’s Portfolio MAYZ Stock Details MAYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-533
Closed -$15.5K – 123
2025
Q1 		$15.5K Buy
+533
New +$16.1K 0.02% 109

Other funds holding MAYZ

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Lord & Richards Wealth Management sold out of TrueShares Structured Outcome May ETF (MAYZ) in Q2 2025, closing a stake of 533 shares — an estimated $15.5K sold.

Lord & Richards Wealth Management first reported a position in MAYZ in Q1 2025 and held it in 1 quarter. The position peaked at $15.5K in Q1 2025. 6 funds tracked by Wall St. Rank hold MAYZ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining TrueShares Structured Outcome May ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 533 TrueShares Structured Outcome May ETF shares in Q2 2025, an estimated $15.5K.
  • Lord & Richards Wealth Management first reported a position in TrueShares Structured Outcome May ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's TrueShares Structured Outcome May ETF position peaked at $15.5K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held TrueShares Structured Outcome May ETF as of Q2 2025.

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