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TrueShares Structured Outcome January ETF
JANZ

Overview Fund Activity

29 hedge funds and large institutions have $18.3M invested in TrueShares Structured Outcome January ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
8
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$11.5M
2
GS
GTS Securities
New York
$214K
3
ECA
Elevated Capital Advisors
Utah
$491K
4
LAS
Lloyd Advisory Services
Georgia
$1.68M
5
SW
SMART Wealth
Nebraska
$337K

Top Sellers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
$240K
2
HBS
Howard Bailey Securities
Indiana
$407K
3
UBS Group
UBS Group
Switzerland
$0
4
GLR
Great Lakes Retirement
Ohio
$323K
5
OWA
Outlook Wealth Advisors
Texas
$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$11.5M +$1.24M +36,189 +12%
LAS
2
Lloyd Advisory Services
Georgia
$1.68M +$58.4K +1,700 +4%
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$863K +$35.1K +1,021 +4%
FWM
4
FSR Wealth Management
Illinois
$674K +$674K +19,621 New
ECA
5
Elevated Capital Advisors
Utah
$491K +$141K +4,105 +40%
HBS
6
Howard Bailey Securities
Indiana
$407K -$43.7K -1,273 -10%
OWA
7
Outlook Wealth Advisors
Texas
$337K -$6.94K -202 -2%
SW
8
SMART Wealth
Nebraska
$337K +$49.4K +1,439 +17%
GLR
9
Great Lakes Retirement
Ohio
$323K -$18.5K -537 -5%
WCG
10
Weaver Consulting Group
California
$305K – – –
AWA
11
Authentikos Wealth Advisory
California
$288K +$40.6K +1,182 +16%
CIAS
12
Capital Investment Advisory Services
North Carolina
$242K +$2.27K +66 +0.9%
MAWAG
13
Mid-American Wealth Advisory Group
Missouri
$240K -$57.6K -1,676 -19%
GS
14
GTS Securities
New York
$214K +$214K +6,223 New
CP
15
Castleview Partners
Texas
$135K – – –
Q1WB
16
Quest 10 Wealth Builders
Virginia
$69.8K +$69.8K +2,031 New
BlackRock
17
BlackRock
New York
$37.7K +$37.7K +1,096 New
HI
18
Harbour Investments
Wisconsin
$32.2K – – –
ACA
19
Aptus Capital Advisors
Alabama
$29.4K – – –
T
20
Transce3nd
Texas
$16.6K +$16.6K +483 New
CAWM
21
Capital A Wealth Management
Pennsylvania
$16.2K +$16.2K +471 New
DFA
22
DHJJ Financial Advisors
Illinois
$8.42K – – –
PSFG
23
Park Square Financial Group
Georgia
$5.02K +$5.02K +146 New
PA
24
Pineridge Advisors
Missouri
$4.16K -$1.82K -53 -30%
DRP
25
Decker Retirement Planning
Utah
$2.15K +$2.15K +63 New
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