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TrueShares Structured Outcome September ETF
SEPZ
SEPZ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCG
1
Weaver Consulting Group
Huntington Beach,
California
| $2.37M | +$278K | +9,000 | +13% |
|
|
VBFP
2
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $1.98M | +$41.4K | +1,342 | +2% |
|
|
SB
3
Strategic Blueprint
Atlanta,
Georgia
| $1.79M | -$25.8K | -835 | -1% |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $973K | +$701K | +22,696 | +271% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $581K | +$139K | +4,509 | +32% |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $538K | +$134K | +4,329 | +34% |
|
|
D
7
Diversified
Wilmington,
Delaware
| $291K | -$24.8K | -803 | -8% |
|
|
CP
8
Castleview Partners
Dallas,
Texas
| $184K | +$182K | +5,907 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $61K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $46K | +$11.1K | +359 | +32% |
|
|
ACA
11
Aptus Capital Advisors
Fairhope,
Alabama
| $35K | +$34.6K | +1,120 | New |
|
|
SWM
12
Sugarloaf Wealth Management
Duluth,
Georgia
| $3K | – | – | – |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$313K | -9,701 | Closed |
|