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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

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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.