AssetMark Inc
JULZ icon

AssetMark Inc’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

AssetMark Inc’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
Q1 		– Sell
-8
Closed -$337 – 3526
2025
Q4 		$337 Buy
+8
New +$371 ﹤0.01% 3171

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 $364M AUM 9.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

AssetMark Inc's JULZ Position: Q1 2026 in Review

AssetMark Inc sold out of TrueShares Structured Outcome July ETF (JULZ) in Q1 2026, closing a stake of 8 shares — an estimated $337 sold.

AssetMark Inc first reported a position in JULZ in Q4 2025 and held it in 1 quarter. The position peaked at $337 in Q4 2025. 16 funds tracked by Wall St. Rank hold JULZ as of Q1 2026.

  • AssetMark Inc reported no remaining TrueShares Structured Outcome July ETF position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 8 TrueShares Structured Outcome July ETF shares in Q1 2026, an estimated $337.
  • AssetMark Inc first reported a position in TrueShares Structured Outcome July ETF in Q4 2025 and held it in 1 quarter.
  • AssetMark Inc's TrueShares Structured Outcome July ETF position peaked at $337 in Q4 2025.
  • 16 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.