Who owns TRUESHARES STRUCTURED OUTCOME (SEPTEMBER) ETF?
- Ticker: SEPZ
- CUSIP Number: 210322798
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Analyze quarterly positions in Trueshares Structured Outcome with up to 7 years of data, all consolidated into one spreadsheet
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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 | $42M | 0% | Mar 2026 |
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| TrueMark Investments | 229k | $9.3M | 12% | Mar 2026 |
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| Weaver Consulting Group | 70k | $2.8M | 0% | Mar 2026 |
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| Elevated Capital Advisors | 53k | $2.1M | 100% | Mar 2026 |
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| Valtinson Bruner Financial Planning | 51k | $2.1M | 0% | Mar 2026 |
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| SMART Wealth | 48k | $1.9M | -7% | Mar 2026 |
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| FSR Wealth Management | 47k | $1.9M | -2% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 47k | $1.9M | -6% | Mar 2026 |
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| Howard Bailey Securities | 44k | $1.8M | -15% | Mar 2026 |
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| Family Wealth Group | 34k | $1.4M | 2% | Mar 2026 |
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| Integrated Wealth Management | 23k | $940k | 0% | Mar 2026 |
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| Great Lakes Retirement | 23k | $939k | -9% | Mar 2026 |
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| LifeWealth Investments | 21k | $871k | -25% | Mar 2026 |
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| Centennial Advisors | 18k | $731k | -5% | Mar 2026 |
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| Advisor Group Holdings | 15k | $622k | 1% | Dec 2025 |
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| FSA Advisors | 15k | $588k | 100% | Mar 2026 |
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| POM Investment Strategies | 14k | $571k | 100% | Mar 2026 |
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| Quest 10 Wealth Builders | 12k | $495k | 2% | Mar 2026 |
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| Csenge Advisory Group | 10k | $420k | -9% | Mar 2026 |
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| Kingdom Financial Group | 9.6k | $389k | -10% | Mar 2026 |
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| Lloyd Advisory Services | 9.6k | $389k | -95% | Mar 2026 |
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| Outlook Wealth Advisors | 8.4k | $340k | -50% | Mar 2026 |
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| Capital Investment Advisory Services | 7.8k | $319k | 0% | Mar 2026 |
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| Networth Advisors | 6.9k | $279k | -2% | Mar 2026 |
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| DHJJ Financial Advisors | 1.8k | $75k | -9% | Mar 2026 |
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| SRS Capital Advisors | 1.7k | $68k | 0% | Mar 2026 |
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| Principia Wealth Advisory | 1.2k | $52k | 0% | Dec 2025 |
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| Harbour Investments | 1.1k | $45k | 0% | Mar 2026 |
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| Key Capital Management | 473.00 | $19k | 539% | Mar 2026 |
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| Decker Retirement Planning | 257.00 | $10k | 65% | Mar 2026 |
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| Assetmark | 43.00 | $1.7k | 0% | Mar 2026 |
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| Mosley Wealth Management | 19.00 | $804.000200 | 100% | Mar 2026 |
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Who sold out of Trueshares Structured Outcome?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2025 | 16k | $656k |
| Susquehanna International | Sep 2025 | 8.7k | $368k |
| Kestra Advisory Services | Dec 2025 | 1.1k | $45k |
| UBS Group | Dec 2025 | 114.00 | $4.8k |