SEPZ ETF

SEPZ ETF
$46.07
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Fund Essentials - as of Sep 3, 2026

Net Assets
$129M
Expense Ratio
0.79%
Dividend Yield (Current)
2.00%
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+14.06%
5 Year+10.54%

Asset Allocation

Bonds: 84.74%
Other: 15.26%
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Top Holdings

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TickerNameWeight
-Us T Bill Zcp 08/05/2795.81%
-Spy 08/31/27 C767.05 EURo Cash Flex7.09%
-Broker Sweep0.13%
GVMXXState Street Institutional US Government Money Market Fund0.08%
-Spy 08/31/27 P690.35 EURo Cash Flex-3.03%
Top 10 Concentration: 100.08%Report Date: Sep 3, 2026
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Dividend Summary

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Dividend Yield (Current)
2.00%
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 $129.2M 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 10.54%. SEPZ dividend yield stands at 2.00%, paid annually.

SEPZ top holdings include Us T Bill Zcp 08/05/27 (95.8%), Spy 08/31/27 C767.05 EURo Cash Flex (7.1%), Broker Sweep (0.1%), State Street Institutional US Government Money Market Fund (0.1%), Spy 08/31/27 P690.35 EURo Cash Flex (-3.0%). 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
+14.06%

Top 10 Holdings (100.1% of portfolio)

#TickerNameSectorWeight
1-Us T Bill Zcp 08/05/27Other95.81%
2-Spy 08/31/27 C767.05 EURo Cash FlexOther7.09%
3-Broker SweepOther0.13%
4GVMXXState Street Institutional US Government Money Market FundFinancials0.08%
5-Spy 08/31/27 P690.35 EURo Cash FlexOther-3.03%