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Trueshares Structured Outcome shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Trueshares Structured Outcome

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trueshares Structured Outcome by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.8M 195k 39.84

More positions owned by Principia Wealth Advisory

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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