Carson Wealth (CWM LLC)
JULZ icon

Carson Wealth (CWM LLC)’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Carson Wealth (CWM LLC)’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
-5
Closed – – 5213
2025
Q1 		$0 Hold
5
– – ﹤0.01% 5126
2024
Q4 		$0 Hold
5
– – ﹤0.01% 5033
2024
Q3 		$0 Hold
5
– – ﹤0.01% 4980
2024
Q2 		$0 Buy
+5
New +$196 ﹤0.01% 4751

Other funds holding JULZ

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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 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 $397M AUM 11.67% 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

Carson Wealth (CWM LLC)'s JULZ Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2025, closing a stake of 5 shares.

Carson Wealth (CWM LLC) first reported a position in JULZ in Q2 2024 and held it in 4 quarters. The position peaked at $0 in Q1 2025. 22 funds tracked by Wall St. Rank hold JULZ as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5 TrueShares Structured Outcome July ETF shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in TrueShares Structured Outcome July ETF in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s TrueShares Structured Outcome July ETF position peaked at $0 in Q1 2025.
  • 22 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.