CAWM
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Capital A Wealth Management’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Capital A 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
2025
Q2 		– Sell
-120
Closed -$4.81K – 658
2025
Q1 		$4.81K Sell
120
-264
-69% -$11K 0.01% 381
2024
Q4 		$16K Buy
+384
New +$16.6K 0.03% 262

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

Capital A Wealth Management's JULZ Position: Q2 2025 in Review

Capital A Wealth Management sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2025, closing a stake of 120 shares — an estimated $4.81K sold.

Capital A Wealth Management first reported a position in JULZ in Q4 2024 and held it in 2 quarters. The position peaked at $16K in Q4 2024. 22 funds tracked by Wall St. Rank hold JULZ as of Q2 2025.

  • Capital A Wealth Management reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 120 TrueShares Structured Outcome July ETF shares in Q2 2025, an estimated $4.81K.
  • Capital A Wealth Management first reported a position in TrueShares Structured Outcome July ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's TrueShares Structured Outcome July ETF position peaked at $16K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.