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Action Point Financial Planning’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Action Point Financial Planning’s Portfolio JULZ Stock Details JULZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$824K Buy
+18,168
New +$803K 0.08% 187

Other funds holding JULZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Action Point Financial Planning's JULZ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in TrueShares Structured Outcome July ETF (JULZ) in Q2 2026: 18,168 shares worth $824K. The stake represents 0.08% of the portfolio and ranks #187 among its holdings.

17 funds tracked by Wall St. Rank hold JULZ as of Q2 2026.

  • Action Point Financial Planning held 18,168 shares of TrueShares Structured Outcome July ETF worth $824K as of Q2 2026.
  • TrueShares Structured Outcome July ETF was a new Action Point Financial Planning position in Q2 2026.
  • TrueShares Structured Outcome July ETF made up 0.08% of Action Point Financial Planning's portfolio in Q2 2026, its #187 holding.
  • 17 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.