MWM
SEPZ icon

Mosley Wealth Management’s TrueShares Structured Outcome September ETF SEPZ Stock Holding History

Mosley Wealth Management’s Portfolio SEPZ Stock Details SEPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.3K Buy
1,546
+1,527
+8,037% +$67.6K 0.02% 223
2026
Q1 		$804 Buy
+19
New +$799 ﹤0.01% 428

Other funds holding SEPZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Mosley Wealth Management's SEPZ Position: Q2 2026 in Review

Mosley Wealth Management increased its TrueShares Structured Outcome September ETF (SEPZ) stake by 8,037% in Q2 2026, buying an estimated $67.6K and bringing the position to 1,546 shares worth $70.3K. The position accounts for 0.02% of the portfolio, ranked #223.

Mosley Wealth Management first reported a position in SEPZ in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold SEPZ as of Q2 2026.

  • Mosley Wealth Management held 1,546 shares of TrueShares Structured Outcome September ETF worth $70.3K as of Q2 2026.
  • Mosley Wealth Management bought 1,527 TrueShares Structured Outcome September ETF shares in Q2 2026, an estimated $67.6K.
  • TrueShares Structured Outcome September ETF made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Mosley Wealth Management first reported a position in TrueShares Structured Outcome September ETF in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held TrueShares Structured Outcome September ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.