DECZ — LISTED FD TR

Ownership history in SMART Wealth LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in LISTED FD TR (DECZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.42% (2025 Q1)
Avg. % of fund
0.29%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,263 +1,551 +11.3% 0.19% $615K $40.26
2025 Q3 REDUCED 13,712 -18,889 -57.9% 0.21% $559K $39.45
2025 Q1 ADDED 32,601 +5,327 +19.5% 0.42% $1.2M $34.71
2024 Q4 INITIATED 27,274 — — 0.36% $1.0M $35.84
% of Fund (quarterly)    DECZ price (monthly, adj. close)

Other funds also holding DECZ

As of 2025 Q4 — sorted by position size

TrueMark Investments, LLC 1.6% Lloyd Advisory Services, LLC. 3Y 1.42% FSR Wealth Management Ltd. 0.93% Integrated Wealth Management 0.6% HOWARD BAILEY SECURITIES, LLC 0.36% Elevated Capital Advisors, LLC 3Y 0.28% Weaver Consulting Group 3Y 0.23% FWG Investments, LLC. 0.19% Outlook Wealth Advisors, LLC 3Y 7Y 0.16% AE Wealth Management LLC 3Y 7Y 0.1%
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