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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
2024-03-31 $2.1M 59k 36.11
2023-12-31 $2.0M 60k 33.42
2023-09-30 $1.9M 60k 31.87
2023-06-30 $2.0M 61k 32.71
2023-03-31 $1.9M 63k 30.80
2022-12-31 $1.9M 63k 29.82
2022-09-30 $1.8M 64k 27.94
2022-06-30 $1.8M 65k 28.34
2022-03-31 $2.0M 65k 30.67
2021-12-31 $2.0M 63k 32.30
2021-09-30 $2.0M 64k 31.13

More positions owned by Valtinson Bruner Financial Planning

Spdr Ser Tr Portfli Tips Etf (SPIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
RBB Us Treas 20yr Bd (UTWY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
RBB Us Treas 30yr Bd (UTHY)
RBB Us Treasr 10 Yr (UTEN)
RBB Us Treas 3 Mnth (TBIL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Trueshares Structured Outcome

Weaver Consulting Group
Valtinson Bruner Financial Planning
Capital Investment Advisory Services
Advisor Group Holdings
Lincoln National
DHJJ Financial Advisors
Harbour Investments
UBS Group

View all funds holding Trueshares Structured Outcome