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Blue Bell Private Wealth Management’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Blue Bell Private Wealth Management’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
2026
Q2 		$22.7K Buy
501
+100
+25% +$4.42K ﹤0.01% 515
2026
Q1 		$16.1K Buy
+401
New +$16.8K ﹤0.01% 524

Other funds holding JULZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Blue Bell Private Wealth Management's JULZ Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its TrueShares Structured Outcome July ETF (JULZ) stake by 25% in Q2 2026, buying an estimated $4.42K and bringing the position to 501 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Blue Bell Private Wealth Management first reported a position in JULZ in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold JULZ as of Q2 2026.

  • Blue Bell Private Wealth Management held 501 shares of TrueShares Structured Outcome July ETF worth $22.7K as of Q2 2026.
  • Blue Bell Private Wealth Management bought 100 TrueShares Structured Outcome July ETF shares in Q2 2026, an estimated $4.42K.
  • TrueShares Structured Outcome July ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #515 holding.
  • Blue Bell Private Wealth Management first reported a position in TrueShares Structured Outcome July ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.