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TrueShares Structured Outcome March ETF
MARZ

Overview Fund Activity

25 hedge funds and large institutions have $13.5M invested in TrueShares Structured Outcome March ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$838K
2
ECA
Elevated Capital Advisors
Utah
$578K
3
Wells Fargo
Wells Fargo
California
$3.89K
4
UBS Group
UBS Group
Switzerland
$3.26K
5
CIAS
Capital Investment Advisory Services
North Carolina
$127K

Top Sellers

1
CW
CreativeOne Wealth
Kansas
$456K
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
$2.06M
3
Wolverine Trading
Wolverine Trading
Illinois
$212K
4
AWM
AE Wealth Management
Kansas
$4.82M
5
HBS
Howard Bailey Securities
Indiana
$409K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$4.82M -$75.4K -2,404 -2%
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$2.06M -$256K -8,162 -11%
WCG
3
Weaver Consulting Group
California
$1.71M -$41.5K -1,323 -2%
LAS
4
Lloyd Advisory Services
Georgia
$1.63M -$36.1K -1,151 -2%
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$838K +$838K +26,739 New
ECA
6
Elevated Capital Advisors
Utah
$578K +$121K +3,862 +26%
CW
7
CreativeOne Wealth
Kansas
$456K -$345K -11,007 -43%
HBS
8
Howard Bailey Securities
Indiana
$409K -$52.8K -1,683 -11%
GLR
9
Great Lakes Retirement
Ohio
$327K -$23K -735 -7%
AWA
10
Authentikos Wealth Advisory
California
$250K -$4.05K -129 -2%
Wolverine Trading
11
Wolverine Trading
Illinois
$212K -$88.1K -2,794 -29%
CIAS
12
Capital Investment Advisory Services
North Carolina
$127K +$1.88K +60 +2%
HI
13
Harbour Investments
Wisconsin
$48.1K – – –
T
14
Transce3nd
Texas
$16.5K +$16.5K +527 New
CAWM
15
Capital A Wealth Management
Pennsylvania
$16.2K +$16.2K +517 New
DFA
16
DHJJ Financial Advisors
Illinois
$11.3K – – –
PSFG
17
Park Square Financial Group
Georgia
$5.11K +$5.11K +163 New
CAS
18
Coppell Advisory Solutions
Texas
$4.98K -$32 -1 -0.6%
PA
19
Pineridge Advisors
Missouri
$4.26K -$1.85K -59 -30%
Q1WB
20
Quest 10 Wealth Builders
Virginia
$3.89K +$3.89K +124 New
Wells Fargo
21
Wells Fargo
California
$3.89K +$3.89K +124 New
UBS Group
22
UBS Group
Switzerland
$3.26K +$3.26K +104 New
DRP
23
Decker Retirement Planning
Utah
$2.16K +$2.16K +69 New
RWPA
24
Richard W. Paul & Associates
Michigan
$819 +$32 +1 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
– -$1.13K -35 Closed