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B.O.S.S. Retirement Advisors’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

B.O.S.S. Retirement Advisors’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
Q2 		– Sell
-20,884
Closed -$838K – 201
2025
Q1 		$838K Buy
20,884
+275
+1% +$11.5K 0.24% 80
2024
Q4 		$858K Buy
+20,609
New +$889K 0.24% 84

Other funds holding JULZ

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

B.O.S.S. Retirement Advisors's JULZ Position: Q2 2025 in Review

B.O.S.S. Retirement Advisors sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2025, closing a stake of 20,884 shares — an estimated $838K sold.

B.O.S.S. Retirement Advisors first reported a position in JULZ in Q4 2024 and held it in 2 quarters. The position peaked at $858K in Q4 2024. 22 funds tracked by Wall St. Rank hold JULZ as of Q2 2025.

  • B.O.S.S. Retirement Advisors reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 20,884 TrueShares Structured Outcome July ETF shares in Q2 2025, an estimated $838K.
  • B.O.S.S. Retirement Advisors first reported a position in TrueShares Structured Outcome July ETF in Q4 2024 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's TrueShares Structured Outcome July ETF position peaked at $858K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.