T
TrueShares Quarterly Bull Hedge
QBUL • BATS
TrueShares Quarterly Bull Hedge is a publicly traded company on BATS. As of Q3 2025, 9 institutional investors hold shares in this company, with total holdings valued at $7.1M. TrueMark Investments, LLC is the largest holder with a position valued at $4.6M.
Overview
Overview of institutional ownership in QBUL as of Q3 2025
All Institutions
- Institutions
- 9
- Value Held
- $7.1M
- Shares Held
- 272.5K
- Avg Position
- $789.1K
- Median Position
- $264.1K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in QBUL as of Q3 2025
| Institution | Position Value |
|---|---|
T TrueMark Investments, LLC Institution | $4.6M 0.80% of portfolio |
E Elevated Capital Advisors, LLC RIA/Wealth | $931.6K 0.23% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $893.8K 0.01% of portfolio |
 Csenge Advisory Group RIA/Wealth | $358.0K 0.02% of portfolio |
O OLD MISSION CAPITAL LLC Institution | $264.1K 0.01% of portfolio |
 UBS Group AG Institution | $51.7K 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $19.1K 0.00% of portfolio |
A Advisory Services Network, LLC RIA/Wealth | $2.9K 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.4K 0.00% of portfolio |
 Richard W. Paul & Associates, LLC RIA/Wealth | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for QBUL in Q3 2025
- Traded
- −$14.5M
- Buyers
- 5
- Sellers
- 26
- Total Bought
- +$2.0M
- Total Sold
- −$16.5M
- Avg Position
- $229.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
T TrueMark Investments, LLC Institution | +$1.1M +41.6K shares |
AE Wealth Management LLC RIA/Wealth | +$893.8K +-932.9K shares |
A Advisor Group Holdings, Inc. Institution | +$3.5K +133.0 shares |
A Advisory Services Network, LLC RIA/Wealth | +$2.9K +110.0 shares |
MORGAN STANLEY RIA/Wealth | +$1.4K +54.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Lloyd Advisory Services, LLC. RIA/Wealth | −$3.0M −118.9K shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | −$2.6M −102.3K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | −$1.8M −69.9K shares |
F FSR Wealth Management Ltd. Institution | −$1.5M −58.3K shares |
 TOUNJIAN ADVISORY PARTNERS, LLC Family Office | −$1.1M −44.6K shares |
 SMART Wealth LLC RIA/Wealth | −$796.4K −31.3K shares |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | −$770.2K −30.3K shares |
 Outlook Wealth Advisors, LLC RIA/Wealth | −$677.6K −26.6K shares |
Csenge Advisory Group RIA/Wealth | −$591.7K −22.7K shares |
L LifeWealth Investments, LLC Institution | −$588.5K −23.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited QBUL in Q3 2025
- New Positions
- 2
- New Value
- $4.3K
- Exited Positions
- 22
- Exited Value
- $15.7M
New Positions
| Institution | Position Value |
|---|---|
A Advisory Services Network, LLC RIA/Wealth | $2.9K 110.0 shares |
MORGAN STANLEY RIA/Wealth | $1.4K 54.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Lloyd Advisory Services, LLC. RIA/Wealth | $3.0M 118.9K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $2.6M 102.3K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | $1.8M 69.9K shares |
F FSR Wealth Management Ltd. Institution | $1.5M 58.3K shares |
TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $1.1M 44.6K shares |
SMART Wealth LLC RIA/Wealth | $796.4K 31.3K shares |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | $770.2K 30.3K shares |
Outlook Wealth Advisors, LLC RIA/Wealth | $677.6K 26.6K shares |
L LifeWealth Investments, LLC Institution | $588.5K 23.1K shares |
G Great Lakes Retirement, Inc. Institution | $563.8K 22.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in QBUL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with QBUL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
T TrueMark Investments, LLC Institution | 0.80% $4.6M |
E Elevated Capital Advisors, LLC RIA/Wealth | 0.23% $931.6K |
Csenge Advisory Group RIA/Wealth | 0.02% $358.0K |
O OLD MISSION CAPITAL LLC Institution | 0.01% $264.1K |
AE Wealth Management LLC RIA/Wealth | 0.01% $893.8K |
A Advisory Services Network, LLC RIA/Wealth | 0.00% $2.9K |
A Advisor Group Holdings, Inc. Institution | 0.00% $19.1K |
UBS Group AG Institution | 0.00% $51.7K |
MORGAN STANLEY RIA/Wealth | 0.00% $1.4K |
Richard W. Paul & Associates, LLC RIA/Wealth | 0.00% - |