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Authentikos Wealth Advisory’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Authentikos Wealth Advisory’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
2025
Q1 		– Sell
-6,075
Closed -$253K – 84
2024
Q4 		$253K Sell
6,075
-20
-0.3% -$862 0.25% 70
2024
Q3 		$258K Buy
+6,095
New +$250K 0.25% 65

Other funds holding JULZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Authentikos Wealth Advisory's JULZ Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of TrueShares Structured Outcome July ETF (JULZ) in Q1 2025, closing a stake of 6,075 shares — an estimated $253K sold.

Authentikos Wealth Advisory first reported a position in JULZ in Q3 2024 and held it in 2 quarters. The position peaked at $258K in Q3 2024. 36 funds tracked by Wall St. Rank hold JULZ as of Q1 2025.

  • Authentikos Wealth Advisory reported no remaining TrueShares Structured Outcome July ETF position as of Q1 2025 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 6,075 TrueShares Structured Outcome July ETF shares in Q1 2025, an estimated $253K.
  • Authentikos Wealth Advisory first reported a position in TrueShares Structured Outcome July ETF in Q3 2024 and held it in 2 quarters.
  • Authentikos Wealth Advisory's TrueShares Structured Outcome July ETF position peaked at $258K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.