Montgomery Financial Services’s TrueShares S&P Autocallable High Income ETF PAYH Stock Holding History

Montgomery Financial Services’s Portfolio PAYH Stock Details PAYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.4K	Buy	+2,237	New	+$55.6K	0.05%	68

Other funds holding PAYH

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Integrated Wealth Management (Ohio) Uniontown, Ohio $94.7M AUM

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Montgomery Financial Services's PAYH Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in TrueShares S&P Autocallable High Income ETF (PAYH) in Q2 2026: 2,237 shares worth $55.4K. The stake represents 0.05% of the portfolio and ranks #68 among its holdings.

20 funds tracked by Wall St. Rank hold PAYH as of Q2 2026.

Montgomery Financial Services held 2,237 shares of TrueShares S&P Autocallable High Income ETF worth $55.4K as of Q2 2026.
TrueShares S&P Autocallable High Income ETF was a new Montgomery Financial Services position in Q2 2026.
TrueShares S&P Autocallable High Income ETF made up 0.05% of Montgomery Financial Services's portfolio in Q2 2026, its #68 holding.
20 funds tracked by Wall St. Rank held TrueShares S&P Autocallable High Income ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.