RWPA
APRZ icon

Richard W. Paul & Associates’s TrueShares Structured Outcome April ETF APRZ Stock Holding History

Richard W. Paul & Associates’s Portfolio APRZ Stock Details APRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24
Closed -$778 – 340
2025
Q1 		$778 Hold
24
– – ﹤0.01% 327
2024
Q4 		$809 Buy
24
+1
+4% +$35 ﹤0.01% 477
2024
Q3 		$796 Buy
+23
New +$772 ﹤0.01% 470

Other funds holding APRZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 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 $364M AUM 17.23% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Richard W. Paul & Associates's APRZ Position: Q2 2025 in Review

Richard W. Paul & Associates sold out of TrueShares Structured Outcome April ETF (APRZ) in Q2 2025, closing a stake of 24 shares — an estimated $778 sold.

Richard W. Paul & Associates first reported a position in APRZ in Q3 2024 and held it in 3 quarters. The position peaked at $809 in Q4 2024. 13 funds tracked by Wall St. Rank hold APRZ as of Q2 2025.

  • Richard W. Paul & Associates reported no remaining TrueShares Structured Outcome April ETF position as of Q2 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 24 TrueShares Structured Outcome April ETF shares in Q2 2025, an estimated $778.
  • Richard W. Paul & Associates first reported a position in TrueShares Structured Outcome April ETF in Q3 2024 and held it in 3 quarters.
  • Richard W. Paul & Associates's TrueShares Structured Outcome April ETF position peaked at $809 in Q4 2024.
  • 13 funds tracked by Wall St. Rank held TrueShares Structured Outcome April ETF as of Q2 2025.

Based on Richard W. Paul & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.