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ONEZ

TrueShares Seasonality Laddered Buffered ETF
ONEZ

26 hedge funds and large institutions have $54M invested in TrueShares Seasonality Laddered Buffered ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

160% more funds holding

Funds holding: 10 → 26 (+16)

130% more capital invested

Capital invested by funds: $23.5M → $54M (+$30.5M)

6.45% less ownership

Funds ownership: 87.1% → 80.65% (-6.5%)

Holders
26
Holders Change
+16
Holders Change %
+160%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
8
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$16.4M
2
LAS
Lloyd Advisory Services
Georgia
+$3.02M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$1.79M
4
LI
LifeWealth Investments
Florida
+$1.22M
5
HBS
Howard Bailey Securities
Indiana
+$944K

Top Sellers

Rank Fund Capital Flow
1
LRWM
Lord & Richards Wealth Management
Colorado
-$19.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$37.1M +$16.4M +685,637 +87%
LAS
2
Lloyd Advisory Services
Georgia
$3.19M +$3.02M +126,083 New
FWM
3
FSR Wealth Management
Illinois
$2.2M +$780K +32,547 +59%
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$1.89M +$1.79M +74,742 New
SW
5
SMART Wealth
Nebraska
$1.77M +$414K +17,260 +33%
LI
6
LifeWealth Investments
Florida
$1.5M +$1.22M +50,982 +594%
FI
7
FWG Investments
Kentucky
$1.43M +$360K +14,996 +36%
HBS
8
Howard Bailey Securities
Indiana
$994K +$944K +39,353 New
GLR
9
Great Lakes Retirement
Ohio
$586K +$556K +23,182 New
FA
10
FSA Advisors
Michigan
$539K +$256K +10,661 +100%
CAG
11
Csenge Advisory Group
Florida
$491K +$198K +8,274 +70%
Q1WB
12
Quest 10 Wealth Builders
Virginia
$480K +$152K +6,354 +50%
WCG
13
Weaver Consulting Group
California
$378K – – –
GM
14
GeoWealth Management
Illinois
$352K +$334K +13,943 New
OWA
15
Outlook Wealth Advisors
Texas
$345K +$327K +13,641 New
AWA
16
Authentikos Wealth Advisory
California
$256K +$243K +10,134 New
KFG
17
Kingdom Financial Group
Arizona
$249K +$236K +9,850 New
EWM
18
Evolution Wealth Management
Florida
$61.1K +$58K +2,417 New
PSFG
19
Park Square Financial Group
Georgia
$42.7K +$40.5K +1,690 New
UBS Group
20
UBS Group
Switzerland
$36.2K +$34.4K +1,434 New
T
21
Transce3nd
Texas
$34.8K +$33K +1,377 New
DRP
22
Decker Retirement Planning
Utah
$7K +$6.64K +277 New
RWPA
23
Richard W. Paul & Associates
Michigan
$1.72K +$1.63K +68 New
JP Morgan Chase
24
JP Morgan Chase
New York
$1.59K +$1.51K +63 New
GRP
25
Global Retirement Partners
California
$1.49K +$1.42K +59 New
1
2

ONEZ Hedge Fund Activity: Q2 2025 in Review

26 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TrueShares Seasonality Laddered Buffered ETF (ONEZ) for Q2 2025, worth a combined $54M — up 130% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ONEZ positions and 1 closed out — a net gain of 16 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $16.4M. The largest seller was Lord & Richards Wealth Management, exiting entirely with an estimated $19.8K sold.

  • 26 institutional investors held TrueShares Seasonality Laddered Buffered ETF (ONEZ) as of Q2 2025, up from 10 in Q1 2025.
  • Funds reported $54M of TrueShares Seasonality Laddered Buffered ETF stock for Q2 2025, up 130% quarter-over-quarter.
  • 17 funds opened new TrueShares Seasonality Laddered Buffered ETF positions in Q2 2025 and 1 closed out, a net change of +16 holders.
  • The largest TrueShares Seasonality Laddered Buffered ETF buyer in Q2 2025 was AE Wealth Management, an estimated $16.4M added.
  • The largest TrueShares Seasonality Laddered Buffered ETF seller in Q2 2025 was Lord & Richards Wealth Management, an estimated $19.8K sold.

Based on aggregated 13F filings for Q2 2025.