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Compass Financial Management’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Compass Financial 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
Q2 		$2.37K Buy
+51
New +$2.25K ﹤0.01% 1296

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
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Compass Financial Management's JULZ Position: Q2 2026 in Review

Compass Financial Management opened a new position in TrueShares Structured Outcome July ETF (JULZ) in Q2 2026: 51 shares worth $2.37K. The stake represents ﹤0.01% of the portfolio and ranks #1296 among its holdings.

18 funds tracked by Wall St. Rank hold JULZ as of Q2 2026.

  • Compass Financial Management held 51 shares of TrueShares Structured Outcome July ETF worth $2.37K as of Q2 2026.
  • TrueShares Structured Outcome July ETF was a new Compass Financial Management position in Q2 2026.
  • TrueShares Structured Outcome July ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1296 holding.
  • 18 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.