Bank of America
JULZ icon

Bank of America’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Bank of America’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
2024
Q4 		– Sell
-9
Closed -$381 – 8304
2024
Q3 		$381 Buy
+9
New +$369 ﹤0.01% 7432

Other funds holding JULZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $399M AUM 12.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 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

Bank of America's JULZ Position: Q4 2024 in Review

Bank of America sold out of TrueShares Structured Outcome July ETF (JULZ) in Q4 2024, closing a stake of 9 shares — an estimated $381 sold.

Bank of America first reported a position in JULZ in Q3 2024 and held it in 1 quarter. The position peaked at $381 in Q3 2024. 35 funds tracked by Wall St. Rank hold JULZ as of Q4 2024.

  • Bank of America reported no remaining TrueShares Structured Outcome July ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of America sold 9 TrueShares Structured Outcome July ETF shares in Q4 2024, an estimated $381.
  • Bank of America first reported a position in TrueShares Structured Outcome July ETF in Q3 2024 and held it in 1 quarter.
  • Bank of America's TrueShares Structured Outcome July ETF position peaked at $381 in Q3 2024.
  • 35 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q4 2024.

Based on Bank of America's 13F filing for Q4 2024, filed 14 Feb 2025.