OCTZ

TrueShares Structured Outcome October ETF

26 hedge funds and large institutions have $20.8M invested in TrueShares Structured Outcome October ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$10.2M
TI
2
TrueMark Investments
Illinois
$2.79M
AWA
3
Authentikos Wealth Advisory
California
$1.92M
LAS
4
Lloyd Advisory Services
Georgia
$1.45M
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$817K
FWM
6
FSR Wealth Management
Illinois
$656K
TAP
7
Tounjian Advisory Partners
Florida
$541K
HBS
8
Howard Bailey Securities
Indiana
$367K
SW
9
SMART Wealth
Nebraska
$360K
OWA
10
Outlook Wealth Advisors
Texas
$318K
GLR
11
Great Lakes Retirement
Ohio
$293K
LI
12
LifeWealth Investments
Florida
$246K
ACA
13
Aptus Capital Advisors
Alabama
$209K
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$209K
CIAS
15
Capital Investment Advisory Services
North Carolina
$92.9K
Q1WB
16
Quest 10 Wealth Builders
Virginia
$83.5K
BlackRock
17
BlackRock
New York
$53K
Osaic Holdings
18
Osaic Holdings
Arizona
$49.4K
LRWM
19
Lord & Richards Wealth Management
Colorado
$33.6K
T
20
Transce3nd
Texas
$15.8K
DFA
21
DHJJ Financial Advisors
Illinois
$12.7K
PSFG
22
Park Square Financial Group
Georgia
$11.9K
CAWM
23
Capital A Wealth Management
Pennsylvania
$4.86K
PA
24
Pineridge Advisors
Missouri
$4.04K
DRP
25
Decker Retirement Planning
Utah
$2K