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 Q1	$647K	Buy	+29,465	New	+$722K	0.19%	119

Other funds holding PAYM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

SMART Wealth's PAYM Position: Q1 2026 in Review

SMART Wealth opened a new position in TrueShares S&P Autocallable Defensive Income ETF (PAYM) in Q1 2026: 29,465 shares worth $647K. The stake represents 0.19% of the portfolio and ranks #119 among its holdings.

27 funds tracked by Wall St. Rank hold PAYM as of Q1 2026.

SMART Wealth held 29,465 shares of TrueShares S&P Autocallable Defensive Income ETF worth $647K as of Q1 2026.
TrueShares S&P Autocallable Defensive Income ETF was a new SMART Wealth position in Q1 2026.
TrueShares S&P Autocallable Defensive Income ETF made up 0.19% of SMART Wealth's portfolio in Q1 2026, its #119 holding.
27 funds tracked by Wall St. Rank held TrueShares S&P Autocallable Defensive Income ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.