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TrueShares Structured Outcome January ETF

32 hedge funds and large institutions have $34.9M invested in TrueShares Structured Outcome January ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$11.3M +$80.4K +2,415 +0.7%
AWA
2
Authentikos Wealth Advisory
California
$8.46M +$8.18M +245,953 +2,938%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.17M +$5.17M +155,457 New
TI
4
TrueMark Investments
Illinois
$2.39M +$2.39M +71,898 New
LAS
5
Lloyd Advisory Services
Georgia
$1.58M -$52.9K -1,590 -3%
OMC
6
Old Mission Capital
Illinois
$958K +$958K +28,798 New
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$847K +$10.6K +320 +1%
FWM
8
FSR Wealth Management
Illinois
$660K +$7.52K +226 +1%
TAP
9
Tounjian Advisory Partners
Florida
$528K +$528K +15,856 New
ECA
10
Elevated Capital Advisors
Utah
$499K +$23.7K +711 +5%
WCG
11
Weaver Consulting Group
California
$484K +$189K +5,675 +64%
HBS
12
Howard Bailey Securities
Indiana
$374K -$20K -600 -5%
SW
13
SMART Wealth
Nebraska
$368K +$42K +1,261 +13%
OWA
14
Outlook Wealth Advisors
Texas
$321K -$5.26K -158 -2%
GLR
15
Great Lakes Retirement
Ohio
$300K -$12.8K -386 -4%
LI
16
LifeWealth Investments
Florida
$250K +$250K +7,515 New
CIAS
17
Capital Investment Advisory Services
North Carolina
$127K -$107K -3,224 -46%
BlackRock
18
BlackRock
New York
$90.8K +$54.4K +1,634 +149%
Q1WB
19
Quest 10 Wealth Builders
Virginia
$85K +$17.4K +523 +26%
LRWM
20
Lord & Richards Wealth Management
Colorado
$34.3K +$34.3K +1,030 New
HI
21
Harbour Investments
Wisconsin
$31.1K
ACA
22
Aptus Capital Advisors
Alabama
$28.5K
T
23
Transce3nd
Texas
$16.1K
UBS Group
24
UBS Group
Switzerland
$14.6K +$14.6K +440 New
PSFG
25
Park Square Financial Group
Georgia
$12.3K +$7.45K +224 +153%