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Trueshares Struc Outcome OCT (OCTZ)

CUSIP: 210322780 | NYSE | 42 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Retirement Planning Group, LLC5,001
0.0% of portfolio›$231.7K
Todd Wealth Management, LLC4,750
0.2% of portfolio›$220.1K
Weaver Consulting Group4,633
0.0% of portfolio›$214.6K
Aegis Wealth Management, Inc.4,437
0.1% of portfolio›$205.6K
Capital Investment Advisory Services, LLC3,570
0.0% of portfolio›$165.4K
Compass Financial Management LLC254
0.0% of portfolio›$11.8K
Mosley Wealth Management124
0.0% of portfolio›$5.8K
Elevated Capital Advisors, LLC76
0.0% of portfolio›$3.5K
POM Investment Strategies, LLC61
0.0% of portfolio›$2.8K
Tounjian Advisory Partners, LLC49
0.0% of portfolio›$2.3K
Lloyd Advisory Services, Llc.47
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
Retirement Planning Group, LLC
5,001$231.7K0.0%ETFVery LowLeawood, KS2026-10-19
Todd Wealth Management, LLC
4,750$220.1K0.2%GARPVery LowVenice, FL2026-10-19
Weaver Consulting Group
4,633$214.6K0.0%ETFLowHuntington Beach, CA2026-10-07
Aegis Wealth Management, Inc.
4,437$205.6K0.1%ETFMediumGuthrie Center, IA2026-10-26
Capital Investment Advisory Services, LLC
3,570$165.4K0.0%CoreMediumRaleigh, NC2026-10-30
Compass Financial Management LLC
254$11.8K0.0%CoreN/ATampa, FL2026-10-30
Mosley Wealth Management
124$5.8K0.0%ETFHighAnaheim, CA2026-10-16
Elevated Capital Advisors, LLC
76$3.5K0.0%ETFMediumSandy, UT2026-11-04
POM Investment Strategies, LLC
61$2.8K0.0%ETFVery HighRaleigh, NC2026-10-20
Tounjian Advisory Partners, LLC
49$2.3K0.0%GrowthHighFort Myers, FL2026-11-04
Lloyd Advisory Services, Llc.
47$2.2K0.0%ETFVery HighSuwanee, GA2026-11-02