LRWM
ONEZ

Lord & Richards Wealth Management’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

Lord & Richards Wealth Management’s Portfolio ONEZ Stock Details ONEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-836
Closed -$19.8K – 180
2025
Q1 		$19.8K Buy
+836
New +$20.4K 0.02% 104

Other funds holding ONEZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return

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

Lord & Richards Wealth Management sold out of TrueShares Seasonality Laddered Buffered ETF (ONEZ) in Q2 2025, closing a stake of 836 shares — an estimated $19.8K sold.

Lord & Richards Wealth Management first reported a position in ONEZ in Q1 2025 and held it in 1 quarter. The position peaked at $19.8K in Q1 2025. 26 funds tracked by Wall St. Rank hold ONEZ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining TrueShares Seasonality Laddered Buffered ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 836 TrueShares Seasonality Laddered Buffered ETF shares in Q2 2025, an estimated $19.8K.
  • Lord & Richards Wealth Management first reported a position in TrueShares Seasonality Laddered Buffered ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's TrueShares Seasonality Laddered Buffered ETF position peaked at $19.8K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q2 2025.

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