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Trueshares Structured Outcome shares owned by Integrated Wealth Management

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

Historical chart of Integrated Wealth Management investment in Trueshares Structured Outcome

Tip: Access up to 7 years of quarterly data

All positions including Trueshares Structured Outcome held by Integrated 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 Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $978k 23k 42.26

More positions owned by Integrated Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Growth Etf (VUG)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Elevation Series Trust Trueshares Quart (QBER)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Pimco Etf Tr Ultra Short Govt (BILZ)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Integrated Wealth Management

Top funds holding Trueshares Structured Outcome

AE Wealth Management
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Howard Bailey Securities
SMART Wealth
Valtinson Bruner Financial Planning
B.O.S.S. Retirement Advisors
FSR Wealth Management
Family Wealth Group
LifeWealth Investments
Great Lakes Retirement
Integrated Wealth Management
Centennial Advisors
Outlook Wealth Advisors

View all funds holding Trueshares Structured Outcome