TWP
ONEZ

Triad Wealth Partners’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

Triad Wealth Partners’s Portfolio ONEZ Stock Details ONEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$211K Buy
+8,417
New +$217K 0.02% 462

Other funds holding ONEZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return

Triad Wealth Partners's ONEZ Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in TrueShares Seasonality Laddered Buffered ETF (ONEZ) in Q1 2026: 8,417 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #462 among its holdings.

34 funds tracked by Wall St. Rank hold ONEZ as of Q1 2026.

  • Triad Wealth Partners held 8,417 shares of TrueShares Seasonality Laddered Buffered ETF worth $211K as of Q1 2026.
  • TrueShares Seasonality Laddered Buffered ETF was a new Triad Wealth Partners position in Q1 2026.
  • TrueShares Seasonality Laddered Buffered ETF made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #462 holding.
  • 34 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.