LRWM
OCTZ

Lord & Richards Wealth Management’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

Lord & Richards Wealth Management’s Portfolio OCTZ Stock Details OCTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-885
Closed -$33.6K – 130
2025
Q1 		$33.6K Buy
+885
New +$34.8K 0.04% 94

Other funds holding OCTZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

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

Lord & Richards Wealth Management sold out of TrueShares Structured Outcome October ETF (OCTZ) in Q2 2025, closing a stake of 885 shares — an estimated $33.6K sold.

Lord & Richards Wealth Management first reported a position in OCTZ in Q1 2025 and held it in 1 quarter. The position peaked at $33.6K in Q1 2025. 24 funds tracked by Wall St. Rank hold OCTZ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining TrueShares Structured Outcome October ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 885 TrueShares Structured Outcome October ETF shares in Q2 2025, an estimated $33.6K.
  • Lord & Richards Wealth Management first reported a position in TrueShares Structured Outcome October ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's TrueShares Structured Outcome October ETF position peaked at $33.6K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held TrueShares Structured Outcome October ETF as of Q2 2025.

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