SW
PAYM

SMART Wealth’s TrueShares S&P Autocallable Defensive Income ETF PAYM Stock Holding History

SMART Wealth’s Portfolio PAYM Stock Details PAYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$488K Sell
19,419
-10,046
-34% -$253K 0.11% 156
2026
Q1 		$647K Buy
+29,465
New +$722K 0.19% 119

Other funds holding PAYM

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
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
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

SMART Wealth's PAYM Position: Q2 2026 in Review

SMART Wealth reduced its TrueShares S&P Autocallable Defensive Income ETF (PAYM) stake by 34% in Q2 2026, selling an estimated $253K and leaving 19,419 shares worth $488K. The position accounts for 0.11% of the portfolio, ranked #156.

SMART Wealth first reported a position in PAYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $647K in Q1 2026. 35 funds tracked by Wall St. Rank hold PAYM as of Q2 2026.

  • SMART Wealth held 19,419 shares of TrueShares S&P Autocallable Defensive Income ETF worth $488K as of Q2 2026.
  • SMART Wealth sold 10,046 TrueShares S&P Autocallable Defensive Income ETF shares in Q2 2026, an estimated $253K.
  • TrueShares S&P Autocallable Defensive Income ETF made up 0.11% of SMART Wealth's portfolio in Q2 2026, its #156 holding.
  • SMART Wealth first reported a position in TrueShares S&P Autocallable Defensive Income ETF in Q1 2026 and has held it in 2 quarters since.
  • SMART Wealth's TrueShares S&P Autocallable Defensive Income ETF position peaked at $647K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held TrueShares S&P Autocallable Defensive Income ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.