Who owns TRUESHARES STRUCTURED OUTCOME (SEPTEMBER) ETF?
- Ticker: SEPZ
- CUSIP Number: 210322798
Tip: Access positions for across all investors
Analyze quarterly positions in Trueshares Structured Outcome with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Trueshares Structured Outcome stock
Who bought or sold TRUESHARES STRUCTURED OUTCOME (SEPTEMBER) ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| AE Wealth Management | 1.0M | $43M | -2% | Dec 2025 |
|
| TrueMark Investments | 229k | $9.3M | 12% | Mar 2026 |
|
| Lloyd Advisory Services | 196k | $8.3M | 13% | Dec 2025 |
|
| Weaver Consulting Group | 70k | $3.0M | -1% | Dec 2025 |
|
| SMART Wealth | 51k | $2.2M | 10% | Dec 2025 |
|
| Valtinson Bruner Financial Planning | 51k | $2.2M | -2% | Dec 2025 |
|
| B.O.S.S. Retirement Advisors | 50k | $2.1M | -40% | Dec 2025 |
|
| FSR Wealth Management | 48k | $2.0M | -3% | Dec 2025 |
|
| Family Wealth Group | 34k | $1.4M | 2% | Mar 2026 |
|
| Great Lakes Retirement | 25k | $1.1M | -7% | Dec 2025 |
|
| Integrated Wealth Management | 23k | $978k | 100% | Dec 2025 |
|
| LifeWealth Investments | 21k | $871k | -25% | Mar 2026 |
|
| Centennial Advisors | 18k | $731k | -5% | Mar 2026 |
|
| Advisor Group Holdings | 15k | $622k | 1% | Dec 2025 |
|
| Quest 10 Wealth Builders | 12k | $505k | -1% | Dec 2025 |
|
| Csenge Advisory Group | 11k | $480k | 1% | Dec 2025 |
|
| Kingdom Financial Group | 11k | $450k | -7% | Dec 2025 |
|
| Outlook Wealth Advisors | 8.4k | $340k | -50% | Mar 2026 |
|
| Capital Investment Advisory Services | 7.8k | $331k | 100% | Dec 2025 |
|
| Networth Advisors | 7.0k | $297k | 100% | Dec 2025 |
|
| DHJJ Financial Advisors | 1.8k | $75k | -9% | Mar 2026 |
|
| SRS Capital Advisors | 1.7k | $71k | 0% | Dec 2025 |
|
| Principia Wealth Advisory | 1.2k | $52k | 0% | Dec 2025 |
|
| Harbour Investments | 1.1k | $47k | 0% | Dec 2025 |
|
| Kestra Advisory Services | 1.1k | $45k | 100% | Dec 2025 |
|
| Decker Retirement Planning | 257.00 | $10k | 65% | Mar 2026 |
|
| UBS Group | 114.00 | $4.8k | 100% | Dec 2025 |
|
| Key Capital Management | 74.00 | $3.1k | 100% | Dec 2025 |
|
| Assetmark | 43.00 | $1.8k | 100% | Dec 2025 |
|
Who sold out of Trueshares Structured Outcome?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2025 | 16k | $656k |
| FSA Advisors | Sep 2025 | 13k | $565k |
| Susquehanna International | Sep 2025 | 8.7k | $368k |
| Richard W. Paul & Associates | Sep 2025 | 87.00 | $3.7k |