Quest 10 Wealth Builders
MARZ icon

Quest 10 Wealth Builders’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Quest 10 Wealth Builders’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
-559
Closed -$17K – 804
2025
Q1 		$17K Buy
559
+435
+351% +$13.7K 0.02% 294
2024
Q4 		$3.89K Buy
+124
New +$4.07K ﹤0.01% 532

Other funds holding MARZ

TrueMark Investments
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Quest 10 Wealth Builders's MARZ Position: Q2 2025 in Review

Quest 10 Wealth Builders sold out of TrueShares Structured Outcome March ETF (MARZ) in Q2 2025, closing a stake of 559 shares — an estimated $17K sold.

Quest 10 Wealth Builders first reported a position in MARZ in Q4 2024 and held it in 2 quarters. The position peaked at $17K in Q1 2025. 9 funds tracked by Wall St. Rank hold MARZ as of Q2 2025.

  • Quest 10 Wealth Builders reported no remaining TrueShares Structured Outcome March ETF position as of Q2 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 559 TrueShares Structured Outcome March ETF shares in Q2 2025, an estimated $17K.
  • Quest 10 Wealth Builders first reported a position in TrueShares Structured Outcome March ETF in Q4 2024 and held it in 2 quarters.
  • Quest 10 Wealth Builders's TrueShares Structured Outcome March ETF position peaked at $17K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2025, filed 20 Oct 2025.