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Richard W. Paul & Associates’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Richard W. Paul & Associates’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
-26
Closed -$792 – 351
2025
Q1 		$792 Hold
26
– – ﹤0.01% 325
2024
Q4 		$819 Buy
26
+1
+4% +$33 ﹤0.01% 473
2024
Q3 		$805 Hold
25
– – ﹤0.01% 467
2024
Q2 		$774 Hold
25
– – ﹤0.01% 461
2024
Q1 		$751 Buy
+25
New +$722 ﹤0.01% 471

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 $364M AUM 17.23% 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 $21.5B AUM 26.98% 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

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

Richard W. Paul & Associates sold out of TrueShares Structured Outcome March ETF (MARZ) in Q2 2025, closing a stake of 26 shares — an estimated $792 sold.

Richard W. Paul & Associates first reported a position in MARZ in Q1 2024 and held it in 5 quarters. The position peaked at $819 in Q4 2024. 9 funds tracked by Wall St. Rank hold MARZ as of Q2 2025.

  • Richard W. Paul & Associates reported no remaining TrueShares Structured Outcome March ETF position as of Q2 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 26 TrueShares Structured Outcome March ETF shares in Q2 2025, an estimated $792.
  • Richard W. Paul & Associates first reported a position in TrueShares Structured Outcome March ETF in Q1 2024 and held it in 5 quarters.
  • Richard W. Paul & Associates's TrueShares Structured Outcome March ETF position peaked at $819 in Q4 2024.
  • 9 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2025.

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