Commonwealth Equity Services
JULZ icon

Commonwealth Equity Services’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Commonwealth Equity 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
2023
Q1 		– Sell
-6,652
Closed -$211K – 3823
2022
Q4 		$211K Sell
6,652
-7,922
-54% -$252K ﹤0.01% 3180
2022
Q3 		$439K Sell
14,574
-31,116
-68% -$1.01M ﹤0.01% 2520
2022
Q2 		$1.43M Sell
45,690
-2,136
-4% -$68.4K ﹤0.01% 1627
2022
Q1 		$1.62M Sell
47,826
-1,525
-3% -$51K ﹤0.01% 1636
2021
Q4 		$1.74M Hold
49,351
– – ﹤0.01% 1593
2021
Q3 		$1.61M Buy
+49,351
New +$1.64M ﹤0.01% 1579

Other funds holding JULZ

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Commonwealth Equity Services's JULZ Position: Q1 2023 in Review

Commonwealth Equity Services sold out of TrueShares Structured Outcome July ETF (JULZ) in Q1 2023, closing a stake of 6,652 shares — an estimated $211K sold.

Commonwealth Equity Services first reported a position in JULZ in Q3 2021 and held it in 6 quarters. The position peaked at $1.74M in Q4 2021. 13 funds tracked by Wall St. Rank hold JULZ as of Q1 2023.

  • Commonwealth Equity Services reported no remaining TrueShares Structured Outcome July ETF position as of Q1 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,652 TrueShares Structured Outcome July ETF shares in Q1 2023, an estimated $211K.
  • Commonwealth Equity Services first reported a position in TrueShares Structured Outcome July ETF in Q3 2021 and held it in 6 quarters.
  • Commonwealth Equity Services's TrueShares Structured Outcome July ETF position peaked at $1.74M in Q4 2021.
  • 13 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.