OCTZ ETF

OCTZ ETF
$46.81
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Fund Essentials - as of Jun 30, 2026

Net Assets
$43M
Expense Ratio
0.79%
Dividend Yield (Current)
2.04%
Holdings
21
Inception Date
Sep 30, 2020
Fund Family
TrueShares
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+6.96%
1 Year+13.93%
3 Year+14.46%
5 Year+10.42%

Asset Allocation

Bonds: 90.76%
Other: 9.24%
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Top Holdings

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TickerNameWeight
-United States Treasury Bill 09/03/202690.81%
-Spy 09/30/26 C666.21 EURo Cash Flex4.83%
-Gnma 2021-98 In 3% 20/Jun/20511.73%
-Spy 09/30/26 C671.02 EURo Cash Flex1.60%
-Sealed Air Corp. 1.573 10/15/2026 1.573 2026-10-150.21%
Top 10 Concentration: 99.98%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
2.04%
Frequency
Annually
Latest Distribution
$0.49
Dec 27, 2024

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

OCTZ ETF Overview

OCTZ ETF (Trueshares Structured Outcome (October) ETF) is managed by TrueShares with $43.4M in net assets. OCTZ expense ratio is 0.79%, holding 21 positions across sectors including Financials. Inception date: 2020-09-30.

OCTZ performance shows a YTD return of 6.96%. The 1-year return is 13.93% and the 5-year return is 10.42%. OCTZ dividend yield stands at 2.04%, paid annually.

OCTZ top holdings include United States Treasury Bill 09/03/2026 (90.8%), Spy 09/30/26 C666.21 EURo Cash Flex (4.8%), Gnma 2021-98 In 3% 20/Jun/2051 (1.7%), Spy 09/30/26 C671.02 EURo Cash Flex (1.6%), Sealed Air Corp. 1.573 10/15/2026 1.573 2026-10-15 (0.2%). Go to all OCTZ holdings, OCTZ sectors, or OCTZ dividends.

OCTZ can be compared against other funds. Use OCTZ overlap to find shared positions, or OCTZ vs another fund for a side-by-side view. OCTZ alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-0.19%
YTD
+6.96%
1 Year
+13.93%
3 Year
+14.46%

Top 10 Holdings (100.0% of portfolio)

#TickerNameSectorWeight
1-United States Treasury Bill 09/03/2026Other90.81%
2-Spy 09/30/26 C666.21 EURo Cash FlexOther4.83%
3-Gnma 2021-98 In 3% 20/Jun/2051Other1.73%
4-Spy 09/30/26 C671.02 EURo Cash FlexOther1.60%
5-Sealed Air Corp. 1.573 10/15/2026 1.573 2026-10-15Other0.21%
6-Service Corp. International 3.375% 8/15/2030Other0.19%
7-Magenta Therapeutics Inc - Cvr (Sep 2023)Other0.19%
8-Spy 09/30/26 C679.00 EURo Cash FlexOther0.16%
9-Bnpp Am Euro Clo 2019 DacOther0.14%
10-Bought INR Sold USD 20260424Other0.12%