TCM
ONEZ

Triumph Capital Management’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

Triumph Capital Management’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
Q2 		– Sell
-50
Closed -$1.25K – 1924
2026
Q1 		$1.25K Hold
50
– – ﹤0.01% 1602
2025
Q4 		$1.3K Buy
+50
New +$1.34K ﹤0.01% 1535

Other funds holding ONEZ

FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Triumph Capital Management's ONEZ Position: Q2 2026 in Review

Triumph Capital Management sold out of TrueShares Seasonality Laddered Buffered ETF (ONEZ) in Q2 2026, closing a stake of 50 shares — an estimated $1.25K sold.

Triumph Capital Management first reported a position in ONEZ in Q4 2025 and held it in 2 quarters. The position peaked at $1.3K in Q4 2025. 10 funds tracked by Wall St. Rank hold ONEZ as of Q2 2026.

  • Triumph Capital Management reported no remaining TrueShares Seasonality Laddered Buffered ETF position as of Q2 2026 after selling out during the quarter.
  • Triumph Capital Management sold 50 TrueShares Seasonality Laddered Buffered ETF shares in Q2 2026, an estimated $1.25K.
  • Triumph Capital Management first reported a position in TrueShares Seasonality Laddered Buffered ETF in Q4 2025 and held it in 2 quarters.
  • Triumph Capital Management's TrueShares Seasonality Laddered Buffered ETF position peaked at $1.3K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.