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Outlook Wealth Advisors’s TrueShares Structured Outcome May ETF MAYZ Stock Holding History

Outlook Wealth Advisors’s Portfolio MAYZ Stock Details MAYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,797
Closed -$314K – 277
2025
Q1 		$314K Sell
10,797
-161
-1% -$4.85K 0.09% 220
2024
Q4 		$330K Buy
+10,958
New +$337K 0.09% 212

Other funds holding MAYZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $18.5B AUM 19.51% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Outlook Wealth Advisors's MAYZ Position: Q2 2025 in Review

Outlook Wealth Advisors sold out of TrueShares Structured Outcome May ETF (MAYZ) in Q2 2025, closing a stake of 10,797 shares — an estimated $314K sold.

Outlook Wealth Advisors first reported a position in MAYZ in Q4 2024 and held it in 2 quarters. The position peaked at $330K in Q4 2024. 6 funds tracked by Wall St. Rank hold MAYZ as of Q2 2025.

  • Outlook Wealth Advisors reported no remaining TrueShares Structured Outcome May ETF position as of Q2 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 10,797 TrueShares Structured Outcome May ETF shares in Q2 2025, an estimated $314K.
  • Outlook Wealth Advisors first reported a position in TrueShares Structured Outcome May ETF in Q4 2024 and held it in 2 quarters.
  • Outlook Wealth Advisors's TrueShares Structured Outcome May ETF position peaked at $330K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held TrueShares Structured Outcome May ETF as of Q2 2025.

Based on Outlook Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.