TrueShares Structured Outcome (October) ETFOCTZ

ETFTrueMark
Type
ETF
Peer group
Government bond
Net assets
$62.5M
Expense ratio
0.79%
1-year return
+14.7%
3 years, a year
—
5 years, a year
—
12-month yield
3.65%
Holdings
15

What it aims to do.

The TrueShares Structured Outcome (October) ETF (the Fund) seeks to provide investors with returns (before fees and expenses) that track those of the S&P 500 Price Return Index (the S&P 500 Price Index) while seeking to provide a buffer against the first 8% to 12% of S&P 500 Price Index losses, over a twelve-month period. The current twelve-month period extends from October 1, 2025, to September 30, 2026, and each subsequent twelve-month period begins the day after the current period ends (October 1) and ends on September 30 of the following year.

Top 10 holdings.

Holding% of fund
Treasury Bill99.10%
The Options Clearing Corp2.42%
The Options Clearing Corp0.81%
The Options Clearing Corp0.76%
State Street Institutional US0.08%
The Options Clearing Corp0.06%
The Options Clearing Corp0.05%
The Options Clearing Corp0.04%
The Options Clearing Corp0.04%
The Options Clearing Corp0.02%

More on OCTZ.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.