SEPZ ETF

SEPZ ETF
$46.57
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Fund Essentials - as of Jun 30, 2026

Net Assets
$132M
Expense Ratio
0.79%
Dividend Yield (Current)
2.05%
Holdings
17
Inception Date
Aug 31, 2020
Fund Family
TrueShares
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+7.14%
1 Year+14.35%
3 Year+14.04%
5 Year+10.55%

Asset Allocation

Bonds: 88.67%
Other: 11.33%
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Top Holdings

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TickerNameWeight
-Treasury Bill B 08/06/2688.71%
-Spy 08/31/26 C645.07 EURo Cash Flex10.43%
-Missouri Joint Municipal Electric Utility Commission 4 12/01/20330.37%
-DRB5009544.SRDUP0.20%
-Spy 08/31/26 C684.01 EURo Cash Flex0.10%
Top 10 Concentration: 100.08%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
2.05%
Frequency
Annually
Latest Distribution
$1.19
Dec 27, 2023

Peer Comparison

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

SEPZ ETF Overview

SEPZ ETF (TrueShares Structured Outcome (September) ETF) is managed by TrueShares with $131.9M in net assets. SEPZ expense ratio is 0.79%, holding 17 positions across sectors including Financials. Inception date: 2020-08-31.

SEPZ performance shows a YTD return of 7.14%. The 1-year return is 14.35% and the 5-year return is 10.55%. SEPZ dividend yield stands at 2.05%, paid annually.

SEPZ top holdings include Treasury Bill B 08/06/26 (88.7%), Spy 08/31/26 C645.07 EURo Cash Flex (10.4%), Missouri Joint Municipal Electric Utility Commission 4 12/01/2033 (0.4%), DRB5009544.SRDUP (0.2%), Spy 08/31/26 C684.01 EURo Cash Flex (0.1%). Go to all SEPZ holdings, SEPZ sectors, or SEPZ dividends.

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

1 Month
-0.20%
YTD
+7.14%
1 Year
+14.35%
3 Year
+14.04%

Top 10 Holdings (100.1% of portfolio)

#TickerNameSectorWeight
1-Treasury Bill B 08/06/26Other88.71%
2-Spy 08/31/26 C645.07 EURo Cash FlexOther10.43%
3-Missouri Joint Municipal Electric Utility Commission 4 12/01/2033Other0.37%
4-DRB5009544.SRDUPOther0.20%
5-Spy 08/31/26 C684.01 EURo Cash FlexOther0.10%
6GVMXXState Street Institutional US Government Money Market FundFinancials0.08%
7-Spy 08/31/26 C654.00 EURo Cash FlexOther0.07%
8-Spy 08/31/26 C710.00 EURo Cash FlexOther0.05%
9-Broker SweepOther0.04%
10-Denver City & County School District No 1 5.5 12/01/2046Other0.03%