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CreativeOne Wealth’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-5,697
Closed -$237K – 1111
2024
Q4 		$237K Buy
5,697
+781
+16% +$33.7K 0.01% 961
2024
Q3 		$208K Buy
+4,916
New +$201K 0.01% 896

Other funds holding JULZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

CreativeOne Wealth's JULZ Position: Q1 2025 in Review

CreativeOne Wealth sold out of TrueShares Structured Outcome July ETF (JULZ) in Q1 2025, closing a stake of 5,697 shares — an estimated $237K sold.

CreativeOne Wealth first reported a position in JULZ in Q3 2024 and held it in 2 quarters. The position peaked at $237K in Q4 2024. 36 funds tracked by Wall St. Rank hold JULZ as of Q1 2025.

  • CreativeOne Wealth reported no remaining TrueShares Structured Outcome July ETF position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 5,697 TrueShares Structured Outcome July ETF shares in Q1 2025, an estimated $237K.
  • CreativeOne Wealth first reported a position in TrueShares Structured Outcome July ETF in Q3 2024 and held it in 2 quarters.
  • CreativeOne Wealth's TrueShares Structured Outcome July ETF position peaked at $237K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.