MFS
PAYM

Montgomery Financial Services’s TrueShares S&P Autocallable Defensive Income ETF PAYM Stock Holding History

Montgomery Financial Services’s Portfolio PAYM Stock Details PAYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173K Buy
+6,882
New +$173K 0.15% 31

Other funds holding PAYM

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 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 $267M AUM 15.68% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in TrueShares S&P Autocallable Defensive Income ETF (PAYM) in Q2 2026: 6,882 shares worth $173K. The stake represents 0.15% of the portfolio and ranks #31 among its holdings.

35 funds tracked by Wall St. Rank hold PAYM as of Q2 2026.

  • Montgomery Financial Services held 6,882 shares of TrueShares S&P Autocallable Defensive Income ETF worth $173K as of Q2 2026.
  • TrueShares S&P Autocallable Defensive Income ETF was a new Montgomery Financial Services position in Q2 2026.
  • TrueShares S&P Autocallable Defensive Income ETF made up 0.15% of Montgomery Financial Services's portfolio in Q2 2026, its #31 holding.
  • 35 funds tracked by Wall St. Rank held TrueShares S&P Autocallable Defensive Income ETF as of Q2 2026.

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