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OCTZ

Networth Advisors’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

Networth Advisors’s Portfolio OCTZ Stock Details OCTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,145
Closed -$376K – 417
2026
Q1 		$376K Buy
9,145
+8,710
+2,002% +$369K 0.27% 43
2025
Q4 		$18.5K Buy
+435
New +$19K 0.01% 123

Other funds holding OCTZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

Networth Advisors's OCTZ Position: Q2 2026 in Review

Networth Advisors sold out of TrueShares Structured Outcome October ETF (OCTZ) in Q2 2026, closing a stake of 9,145 shares — an estimated $376K sold.

Networth Advisors first reported a position in OCTZ in Q4 2025 and held it in 2 quarters. The position peaked at $376K in Q1 2026. 8 funds tracked by Wall St. Rank hold OCTZ as of Q2 2026.

  • Networth Advisors reported no remaining TrueShares Structured Outcome October ETF position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 9,145 TrueShares Structured Outcome October ETF shares in Q2 2026, an estimated $376K.
  • Networth Advisors first reported a position in TrueShares Structured Outcome October ETF in Q4 2025 and held it in 2 quarters.
  • Networth Advisors's TrueShares Structured Outcome October ETF position peaked at $376K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held TrueShares Structured Outcome October ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.