LRWM
QBER

Lord & Richards Wealth Management’s TrueShares Quarterly Bear Hedge ETF QBER Stock Holding History

Lord & Richards Wealth Management’s Portfolio QBER Stock Details QBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,141
Closed -$127K – 177
2025
Q1 		$127K Sell
5,141
-17,961
-78% -$444K 0.14% 76
2024
Q4 		$571K Buy
+23,102
New +$578K 1.2% 27

Other funds holding QBER

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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 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
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 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 QBER Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of TrueShares Quarterly Bear Hedge ETF (QBER) in Q2 2025, closing a stake of 5,141 shares — an estimated $127K sold.

Lord & Richards Wealth Management first reported a position in QBER in Q4 2024 and held it in 2 quarters. The position peaked at $571K in Q4 2024. 31 funds tracked by Wall St. Rank hold QBER as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining TrueShares Quarterly Bear Hedge ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 5,141 TrueShares Quarterly Bear Hedge ETF shares in Q2 2025, an estimated $127K.
  • Lord & Richards Wealth Management first reported a position in TrueShares Quarterly Bear Hedge ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's TrueShares Quarterly Bear Hedge ETF position peaked at $571K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held TrueShares Quarterly Bear Hedge ETF as of Q2 2025.

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