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Spire Wealth Management’s TrueShares Structured Outcome December ETF DECZ Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-1,650
Closed -$43K – 2261
2022
Q2 		$43K Hold
1,650
– – ﹤0.01% 1353
2022
Q1 		$49K Hold
1,650
– – ﹤0.01% 1454
2021
Q4 		$50K Buy
+1,650
New +$49.2K ﹤0.01% 1732

Other funds holding DECZ

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Wolverine Trading
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CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OMC
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's DECZ Position: Q3 2022 in Review

Spire Wealth Management sold out of TrueShares Structured Outcome December ETF (DECZ) in Q3 2022, closing a stake of 1,650 shares — an estimated $43K sold.

Spire Wealth Management first reported a position in DECZ in Q4 2021 and held it in 3 quarters. The position peaked at $50K in Q4 2021. 8 funds tracked by Wall St. Rank hold DECZ as of Q3 2022.

  • Spire Wealth Management reported no remaining TrueShares Structured Outcome December ETF position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,650 TrueShares Structured Outcome December ETF shares in Q3 2022, an estimated $43K.
  • Spire Wealth Management first reported a position in TrueShares Structured Outcome December ETF in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's TrueShares Structured Outcome December ETF position peaked at $50K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held TrueShares Structured Outcome December ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.