BBPWM
JULZ icon

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
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 $364M AUM 9.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Blue Bell Private Wealth Management's JULZ Position: Q1 2026 in Review

Blue Bell Private Wealth Management opened a new position in TrueShares Structured Outcome July ETF (JULZ) in Q1 2026: 401 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings.

16 funds tracked by Wall St. Rank hold JULZ as of Q1 2026.

  • Blue Bell Private Wealth Management held 401 shares of TrueShares Structured Outcome July ETF worth $16.1K as of Q1 2026.
  • TrueShares Structured Outcome July ETF was a new Blue Bell Private Wealth Management position in Q1 2026.
  • TrueShares Structured Outcome July ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #524 holding.
  • 16 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.