Atria Wealth Solutions’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Atria Wealth Solutions’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
2023 Q2	–	Sell	-6,322	Closed	-$211K	–	1935
2023 Q1	$211K	Buy	+6,322	New	+$207K	﹤0.01%	1646
2022 Q3	–	Sell	-6,607	Closed	-$206K	–	1806
2022 Q2	$206K	Sell	6,607 -4,500	-41%	-$144K	﹤0.01%	1443
2022 Q1	$375K	Buy	+11,107	New	+$372K	0.01%	1207

Other funds holding JULZ

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

I2I

Insight 2811 Inc Chicago, Illinois $252M AUM 8.17% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Atria Wealth Solutions's JULZ Position: Q2 2023 in Review

Atria Wealth Solutions sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2023, closing a stake of 6,322 shares — an estimated $211K sold.

Atria Wealth Solutions first reported a position in JULZ in Q1 2022 and held it in 3 quarters. The position peaked at $375K in Q1 2022. 11 funds tracked by Wall St. Rank hold JULZ as of Q2 2023.

Atria Wealth Solutions reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 6,322 TrueShares Structured Outcome July ETF shares in Q2 2023, an estimated $211K.
Atria Wealth Solutions first reported a position in TrueShares Structured Outcome July ETF in Q1 2022 and held it in 3 quarters.
Atria Wealth Solutions's TrueShares Structured Outcome July ETF position peaked at $375K in Q1 2022.
11 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.