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Trueshares Structured Outcome shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Trueshares Structured Outcome

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trueshares Structured Outcome by SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 47k 42.34

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View all positions for SMART Wealth

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