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Outlook Wealth Advisors’s TrueShares Structured Outcome December ETF DECZ Stock Holding History

Outlook Wealth Advisors’s Portfolio DECZ Stock Details DECZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$331K Sell
8,527
-8,556
-50% -$343K 0.08% 232
2025
Q4 		$688K Buy
17,083
+8,425
+97% +$346K 0.16% 133
2025
Q3 		$353K Buy
+8,658
New +$342K 0.09% 206
2024
Q4 		– Sell
-9,518
Closed -$354K – 255
2024
Q3 		$354K Buy
+9,518
New +$342K 0.1% 194

Other funds holding DECZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM

Outlook Wealth Advisors's DECZ Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its TrueShares Structured Outcome December ETF (DECZ) stake by 50% in Q1 2026, selling an estimated $343K and leaving 8,527 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #232.

Outlook Wealth Advisors first reported a position in DECZ in Q3 2024 and has held it in 4 quarters since. The position peaked at $688K in Q4 2025. 33 funds tracked by Wall St. Rank hold DECZ as of Q1 2026.

  • Outlook Wealth Advisors held 8,527 shares of TrueShares Structured Outcome December ETF worth $331K as of Q1 2026.
  • Outlook Wealth Advisors sold 8,556 TrueShares Structured Outcome December ETF shares in Q1 2026, an estimated $343K.
  • TrueShares Structured Outcome December ETF made up 0.08% of Outlook Wealth Advisors's portfolio in Q1 2026, its #232 holding.
  • Outlook Wealth Advisors first reported a position in TrueShares Structured Outcome December ETF in Q3 2024 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's TrueShares Structured Outcome December ETF position peaked at $688K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held TrueShares Structured Outcome December ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.