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Capital Investment Advisory Services’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Capital Investment Advisory Services’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 		$302K Sell
6,648
-190
-3% -$8.4K 0.02% 582
2026
Q1 		$275K Sell
6,838
-35
-0.5% -$1.46K 0.02% 536
2025
Q4 		$290K Sell
6,873
-71
-1% -$3.3K 0.02% 504
2025
Q3 		$322K Buy
6,944
+685
+11% +$30.7K 0.03% 467
2025
Q2 		$272K Hold
6,259
– – 0.02% 484
2025
Q1 		$251K Sell
6,259
-1,321
-17% -$55.1K 0.02% 480
2024
Q4 		$315K Buy
7,580
+203
+3% +$8.75K 0.03% 384
2024
Q3 		$312K Hold
7,377
– – 0.03% 396
2024
Q2 		$299K Hold
7,377
– – 0.03% 396
2024
Q1 		$289K Buy
7,377
+112
+2% +$4.2K 0.03% 410
2023
Q4 		$263K Hold
7,265
– – 0.02% 425
2023
Q3 		$252K Hold
7,265
– – 0.02% 416
2023
Q2 		$258K Hold
7,265
– – 0.03% 400
2023
Q1 		$242K Buy
7,265
+5
+0.1% +$164 0.03% 408
2022
Q4 		$231K Buy
+7,260
New +$231K 0.03% 424

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
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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Capital Investment Advisory Services's JULZ Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its TrueShares Structured Outcome July ETF (JULZ) stake by 2.8% in Q2 2026, selling an estimated $8.4K and leaving 6,648 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #582.

Capital Investment Advisory Services first reported a position in JULZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $322K in Q3 2025. 17 funds tracked by Wall St. Rank hold JULZ as of Q2 2026.

  • Capital Investment Advisory Services held 6,648 shares of TrueShares Structured Outcome July ETF worth $302K as of Q2 2026.
  • Capital Investment Advisory Services sold 190 TrueShares Structured Outcome July ETF shares in Q2 2026, an estimated $8.4K.
  • TrueShares Structured Outcome July ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #582 holding.
  • Capital Investment Advisory Services first reported a position in TrueShares Structured Outcome July ETF in Q4 2022 and has held it in 15 quarters since.
  • Capital Investment Advisory Services's TrueShares Structured Outcome July ETF position peaked at $322K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.