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Trueshares Structured Outcome shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of Trueshares Structured Outcome (SEPZ) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning investment in Trueshares Structured Outcome

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trueshares Structured Outcome by Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 53k 42.34

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

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