NFG
OCTZ

Next Financial Group’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

Next Financial Group’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
2021
Q4 		$34K Buy
+1,052
New +$33.5K ﹤0.01% 1656

Other funds holding OCTZ

CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Next Financial Group's OCTZ Position: Q4 2021 in Review

Next Financial Group opened a new position in TrueShares Structured Outcome October ETF (OCTZ) in Q4 2021: 1,052 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #1656 among its holdings.

8 funds tracked by Wall St. Rank hold OCTZ as of Q4 2021.

  • Next Financial Group held 1,052 shares of TrueShares Structured Outcome October ETF worth $34K as of Q4 2021.
  • TrueShares Structured Outcome October ETF was a new Next Financial Group position in Q4 2021.
  • TrueShares Structured Outcome October ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1656 holding.
  • 8 funds tracked by Wall St. Rank held TrueShares Structured Outcome October ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.