OWA
PAYM

Outlook Wealth Advisors’s TrueShares S&P Autocallable Defensive Income ETF PAYM Stock Holding History

Outlook Wealth Advisors’s Portfolio PAYM Stock Details PAYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$303K Buy
+13,817
New +$339K 0.07% 249

Other funds holding PAYM

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

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

Outlook Wealth Advisors opened a new position in TrueShares S&P Autocallable Defensive Income ETF (PAYM) in Q1 2026: 13,817 shares worth $303K. The stake represents 0.07% of the portfolio and ranks #249 among its holdings.

27 funds tracked by Wall St. Rank hold PAYM as of Q1 2026.

  • Outlook Wealth Advisors held 13,817 shares of TrueShares S&P Autocallable Defensive Income ETF worth $303K as of Q1 2026.
  • TrueShares S&P Autocallable Defensive Income ETF was a new Outlook Wealth Advisors position in Q1 2026.
  • TrueShares S&P Autocallable Defensive Income ETF made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #249 holding.
  • 27 funds tracked by Wall St. Rank held TrueShares S&P Autocallable Defensive Income ETF as of Q1 2026.

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