Q1WB
ONEZ

Quest 10 Wealth Builders’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

Quest 10 Wealth Builders’s Portfolio ONEZ Stock Details ONEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Buy
56,277
+27,534
+96% +$745K 1.21% 19
2026
Q1 		$720K Buy
28,743
+1,013
+4% +$26.2K 0.63% 39
2025
Q4 		$720K Sell
27,730
-37
-0.1% -$988 0.64% 39
2025
Q3 		$736K Buy
27,767
+8,775
+46% +$227K 0.68% 38
2025
Q2 		$480K Buy
18,992
+6,354
+50% +$152K 0.47% 56
2025
Q1 		$299K Buy
+12,638
New +$309K 0.32% 67

Other funds holding ONEZ

FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Quest 10 Wealth Builders's ONEZ Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its TrueShares Seasonality Laddered Buffered ETF (ONEZ) stake by 96% in Q2 2026, buying an estimated $745K and bringing the position to 56,277 shares worth $1.55M. The position accounts for 1.21% of the portfolio, ranked #19.

Quest 10 Wealth Builders first reported a position in ONEZ in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold ONEZ as of Q2 2026.

  • Quest 10 Wealth Builders held 56,277 shares of TrueShares Seasonality Laddered Buffered ETF worth $1.55M as of Q2 2026.
  • Quest 10 Wealth Builders bought 27,534 TrueShares Seasonality Laddered Buffered ETF shares in Q2 2026, an estimated $745K.
  • TrueShares Seasonality Laddered Buffered ETF made up 1.21% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #19 holding.
  • Quest 10 Wealth Builders first reported a position in TrueShares Seasonality Laddered Buffered ETF in Q1 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.