Networth Advisors
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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

TrueMark Investments
TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
TWM
Todd Wealth Management Venice, Florida $131M AUM 28.18% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 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. 20 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.
  • 20 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.