Trueshr Seasonality La B ETFONEZETF
13F holders, Q1 2025 (March 31)10holders
$23.68avg. 13F price*
At the end of Q1 2025, 10 institutions reported holding Trueshr Seasonality La B ETF (ONEZ) in their 13F filings. The largest holders were AE Wealth Management LLC ($18.6M), Wellment Financial ($1.3M) and SMART Wealth LLC ($1.3M).
- Company
- Trueshr Seasonality La B ETF
- Filed as
- ELEVATION SERIES TRUST (Q1 2025)
- CUSIP
- 210322608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $23.5M |
| Exits | 0 | $0 |
Ownership 10 holders
| AE Wealth Management LLC | 0.16% | New | 784,282 | $18.6M |
| Wellment Financial | 1.71% | New | 54,701 | $1.3M |
| SMART Wealth LLC | 0.45% | New | 52,976 | $1.3M |
| FWG Investments, LLC. | 1.15% | New | 41,502 | $983K |
| Weaver Consulting Group | 0.11% | New | 14,950 | $354K |
| Quest 10 Wealth Builders, Inc. | 0.32% | New | 12,638 | $299K |
| Csenge Advisory Group | 0.02% | New | 11,818 | $270K |
| FSA Advisors, Inc. | 0.20% | New | 10,685 | $253K |
| LifeWealth Investments, LLC | 0.10% | New | 8,577 | $203K |
| Lord & Richards Wealth Management, LLC | 0.02% | New | 836 | $20K |
"% of holder's portfolio" is ONEZ's weight in each manager's 13F, not the share of Trueshr Seasonality La B ETF the manager owns.