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Trueshares Structured Outcome shares owned by AE Wealth Management

Quarter-by-quarter ownership of Trueshares Structured Outcome (SEPZ) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Trueshares Structured Outcome

Tip: Access up to 7 years of quarterly data

All positions including Trueshares Structured Outcome held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trueshares Structured Outcome by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $44M 1.0M 42.34

More positions owned by AE Wealth Management

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Apple (AAPL)
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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Trueshares Structured Outcome

AE Wealth Management
TrueMark Investments
Principia Wealth Advisory
Lloyd Advisory Services
B.O.S.S. Retirement Advisors
Weaver Consulting Group
Valtinson Bruner Financial Planning
FSR Wealth Management
SMART Wealth
Howard Bailey Securities
Family Wealth Group
LifeWealth Investments
Great Lakes Retirement
Old Mission Capital
Advisor Group Holdings

View all funds holding Trueshares Structured Outcome