ONEZ

TrueShares Seasonality Laddered Buffered ETF
ONEZ

Overview Fund Activity

25 hedge funds and large institutions have $52.5M invested in TrueShares Seasonality Laddered Buffered ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 6 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+16
Holders Change %
+177.78%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
6
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$37.1M
2
LAS
Lloyd Advisory Services
Georgia
$3.19M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$1.89M
4
FWM
FSR Wealth Management
Illinois
$2.2M
5
HBS
Howard Bailey Securities
Indiana
$798K

Top Sellers

1
LRWM
Lord & Richards Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$37.1M +$17.3M +685,637 +87%
LAS
2
Lloyd Advisory Services
Georgia
$3.19M +$3.19M +126,083 New
FWM
3
FSR Wealth Management
Illinois
$2.2M +$822K +32,547 +59%
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$1.89M +$1.89M +74,742 New
SW
5
SMART Wealth
Nebraska
$1.77M +$436K +17,260 +33%
FI
6
FWG Investments
Kentucky
$1.43M +$379K +14,996 +36%
HBS
7
Howard Bailey Securities
Indiana
$798K +$798K +31,582 New
LI
8
LifeWealth Investments
Florida
$718K +$718K +28,403 New
GLR
9
Great Lakes Retirement
Ohio
$586K +$586K +23,182 New
FA
10
FSA Advisors
Michigan
$539K +$269K +10,661 +100%
CAG
11
Csenge Advisory Group
Florida
$491K +$202K +8,274 +70%
WCG
12
Weaver Consulting Group
California
$378K – – –
GM
13
GeoWealth Management
Illinois
$352K +$352K +13,943 New
OWA
14
Outlook Wealth Advisors
Texas
$345K +$345K +13,641 New
KFG
15
Kingdom Financial Group
Arizona
$249K +$249K +9,850 New
AWA
16
Authentikos Wealth Advisory
California
$238K +$238K +9,422 New
EWM
17
Evolution Wealth Management
Florida
$61.1K +$61.1K +2,417 New
PSFG
18
Park Square Financial Group
Georgia
$42.7K +$42.7K +1,690 New
UBS Group
19
UBS Group
Switzerland
$36.2K +$36.2K +1,434 New
T
20
Transce3nd
Texas
$34.8K +$34.8K +1,377 New
DRP
21
Decker Retirement Planning
Utah
$7K +$7K +277 New
RWPA
22
Richard W. Paul & Associates
Michigan
$1.72K +$1.72K +68 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.59K +$1.59K +63 New
GRP
24
Global Retirement Partners
California
$1.49K +$1.49K +59 New
PA
25
Pineridge Advisors
Missouri
$606 +$606 +24 New
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