Mosley Wealth Management
PVEX icon

Mosley Wealth Management’s TrueShares ConVequity ETF PVEX Stock Holding History

Mosley Wealth Management’s Portfolio PVEX Stock Details PVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.5K Buy
533
+328
+160% +$10.1K ﹤0.01% 348
2026
Q2 		$6.27K Buy
+205
New +$6.13K ﹤0.01% 414

Other funds holding PVEX

Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.49% 1-Year Est. Return

Mosley Wealth Management's PVEX Position: Q3 2026 in Review

Mosley Wealth Management increased its TrueShares ConVequity ETF (PVEX) stake by 160% in Q3 2026, buying an estimated $10.1K and bringing the position to 533 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Mosley Wealth Management first reported a position in PVEX in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold PVEX as of Q3 2026.

  • Mosley Wealth Management held 533 shares of TrueShares ConVequity ETF worth $16.5K as of Q3 2026.
  • Mosley Wealth Management bought 328 TrueShares ConVequity ETF shares in Q3 2026, an estimated $10.1K.
  • TrueShares ConVequity ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #348 holding.
  • Mosley Wealth Management first reported a position in TrueShares ConVequity ETF in Q2 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held TrueShares ConVequity ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.