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SFI Advisors’s TrueShares Structured Outcome December ETF DECZ Stock Holding History

SFI Advisors’s Portfolio DECZ Stock Details DECZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,496
Closed -$463K – 81
2023
Q4 		$463K Buy
+14,496
New +$445K 0.4% 49

Other funds holding DECZ

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $259M AUM 14.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFI Advisors's DECZ Position: Q1 2024 in Review

SFI Advisors sold out of TrueShares Structured Outcome December ETF (DECZ) in Q1 2024, closing a stake of 14,496 shares — an estimated $463K sold.

SFI Advisors first reported a position in DECZ in Q4 2023 and held it in 1 quarter. The position peaked at $463K in Q4 2023. 17 funds tracked by Wall St. Rank hold DECZ as of Q1 2024.

  • SFI Advisors reported no remaining TrueShares Structured Outcome December ETF position as of Q1 2024 after selling out during the quarter.
  • SFI Advisors sold 14,496 TrueShares Structured Outcome December ETF shares in Q1 2024, an estimated $463K.
  • SFI Advisors first reported a position in TrueShares Structured Outcome December ETF in Q4 2023 and held it in 1 quarter.
  • SFI Advisors's TrueShares Structured Outcome December ETF position peaked at $463K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held TrueShares Structured Outcome December ETF as of Q1 2024.

Based on SFI Advisors's 13F filing for Q1 2024, filed 13 May 2024.