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Park Square Financial Group’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Park Square Financial Group’s Portfolio MARZ Stock Details MARZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-297
Closed -$9.01K – 1038
2025
Q1 		$9.01K Buy
297
+134
+82% +$4.22K 0.01% 626
2024
Q4 		$5.11K Buy
+163
New +$5.35K ﹤0.01% 705

Other funds holding MARZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Park Square Financial Group's MARZ Position: Q2 2025 in Review

Park Square Financial Group sold out of TrueShares Structured Outcome March ETF (MARZ) in Q2 2025, closing a stake of 297 shares — an estimated $9.01K sold.

Park Square Financial Group first reported a position in MARZ in Q4 2024 and held it in 2 quarters. The position peaked at $9.01K in Q1 2025. 9 funds tracked by Wall St. Rank hold MARZ as of Q2 2025.

  • Park Square Financial Group reported no remaining TrueShares Structured Outcome March ETF position as of Q2 2025 after selling out during the quarter.
  • Park Square Financial Group sold 297 TrueShares Structured Outcome March ETF shares in Q2 2025, an estimated $9.01K.
  • Park Square Financial Group first reported a position in TrueShares Structured Outcome March ETF in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's TrueShares Structured Outcome March ETF position peaked at $9.01K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2025.

Based on Park Square Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.