LRWM
QBUL

Lord & Richards Wealth Management’s TrueShares Quarterly Bull Hedge ETF QBUL Stock Holding History

Lord & Richards Wealth Management’s Portfolio QBUL Stock Details QBUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,873
Closed -$71.4K – 176
2025
Q1 		$71.4K Sell
2,873
-10,546
-79% -$262K 0.08% 83
2024
Q4 		$332K Buy
+13,419
New +$341K 0.7% 52

Other funds holding QBUL

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
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
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

Lord & Richards Wealth Management sold out of TrueShares Quarterly Bull Hedge ETF (QBUL) in Q2 2025, closing a stake of 2,873 shares — an estimated $71.4K sold.

Lord & Richards Wealth Management first reported a position in QBUL in Q4 2024 and held it in 2 quarters. The position peaked at $332K in Q4 2024. 29 funds tracked by Wall St. Rank hold QBUL as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining TrueShares Quarterly Bull Hedge ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 2,873 TrueShares Quarterly Bull Hedge ETF shares in Q2 2025, an estimated $71.4K.
  • Lord & Richards Wealth Management first reported a position in TrueShares Quarterly Bull Hedge ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's TrueShares Quarterly Bull Hedge ETF position peaked at $332K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held TrueShares Quarterly Bull Hedge ETF as of Q2 2025.

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