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Trueshares Structured Outcome shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Trueshares Structured Outcome (SEPZ) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Trueshares Structured Outcome

Tip: Access up to 7 years of quarterly data

All positions including Trueshares Structured Outcome held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trueshares Structured Outcome by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $239k 5.3k 45.44

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Trueshares Structured Outcome

AE Wealth Management
TrueMark Investments
Lloyd Advisory Services
Weaver Consulting Group
Elevated Capital Advisors
Valtinson Bruner Financial Planning
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Family Wealth Group
FSR Wealth Management
SMART Wealth
Integrated Wealth Management
Great Lakes Retirement
Centennial Advisors
LifeWealth Investments

View all funds holding Trueshares Structured Outcome