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TrueShares Structured Outcome March ETF
MARZ

Overview Fund Activity

21 hedge funds and large institutions have $14.9M invested in TrueShares Structured Outcome March ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
TrueMark Investments
Illinois
$2.96M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
$2.02M
3
WCG
Weaver Consulting Group
California
$1.68M
4
ECA
Elevated Capital Advisors
Utah
$581K
5
LRWM
Lord & Richards Wealth Management
Colorado
$15.3K

Top Sellers

1
CW
CreativeOne Wealth
Kansas
$0
2
AWA
Authentikos Wealth Advisory
California
$0
3
Wolverine Trading
Wolverine Trading
Illinois
$0
4
AWM
AE Wealth Management
Kansas
$4.52M
5
CIAS
Capital Investment Advisory Services
North Carolina
$41.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$4.52M -$139K -4,579 -3%
TI
2
TrueMark Investments
Illinois
$2.96M +$2.96M +97,617 New
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$2.02M +$35.2K +1,162 +2%
WCG
4
Weaver Consulting Group
California
$1.68M +$31.9K +1,051 +2%
LAS
5
Lloyd Advisory Services
Georgia
$1.52M -$50.1K -1,652 -3%
BOSSRA
6
B.O.S.S. Retirement Advisors
Utah
$821K +$9.92K +327 +1%
ECA
7
Elevated Capital Advisors
Utah
$581K +$21.6K +711 +4%
HBS
8
Howard Bailey Securities
Indiana
$375K -$20.2K -666 -5%
GLR
9
Great Lakes Retirement
Ohio
$303K -$13.6K -447 -4%
CIAS
10
Capital Investment Advisory Services
North Carolina
$41.9K -$80.7K -2,660 -66%
Q1WB
11
Quest 10 Wealth Builders
Virginia
$17K +$13.2K +435 +351%
T
12
Transce3nd
Texas
$16K – – –
LRWM
13
Lord & Richards Wealth Management
Colorado
$15.3K +$15.3K +504 New
DFA
14
DHJJ Financial Advisors
Illinois
$10.9K – – –
HI
15
Harbour Investments
Wisconsin
$9.1K -$37.4K -1,235 -80%
PSFG
16
Park Square Financial Group
Georgia
$9.01K +$4.06K +134 +82%
CAWM
17
Capital A Wealth Management
Pennsylvania
$4.88K -$10.8K -356 -69%
PA
18
Pineridge Advisors
Missouri
$4.15K +$30 +1 +0.7%
DRP
19
Decker Retirement Planning
Utah
$2.09K – – –
RWPA
20
Richard W. Paul & Associates
Michigan
$792 – – –
CW
21
CreativeOne Wealth
Kansas
– -$456K -14,547 Closed
AWA
22
Authentikos Wealth Advisory
California
– -$250K -7,973 Closed
Wolverine Trading
23
Wolverine Trading
Illinois
– -$212K -6,734 Closed
CAS
24
Coppell Advisory Solutions
Texas
– -$4.98K -158 Closed
Wells Fargo
25
Wells Fargo
California
– -$3.89K -124 Closed
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