CreativeOne Wealth
JULZ icon

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

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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.