DHJJ Financial Advisors’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

DHJJ Financial Advisors’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 Q1	$402	Hold	10	–	–	﹤0.01%	916
2025 Q4	$422	Hold	10	–	–	﹤0.01%	872
2025 Q3	$464	Hold	10	–	–	﹤0.01%	835
2025 Q2	$435	Sell	10 -15	-60%	-$612	﹤0.01%	813
2025 Q1	$1K	Hold	25	–	–	﹤0.01%	688
2024 Q4	$1.04K	Hold	25	–	–	﹤0.01%	656
2024 Q3	$1.06K	Sell	25 -150	-86%	-$6.14K	﹤0.01%	637
2024 Q2	$7.08K	Hold	175	–	–	﹤0.01%	487
2024 Q1	$6.86K	Hold	175	–	–	﹤0.01%	479
2023 Q4	$6.33K	Sell	175 -10	-5%	-$356	﹤0.01%	475
2023 Q3	$6.41K	Buy	+185	New	+$6.57K	﹤0.01%	470

Other funds holding JULZ

TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

DHJJ Financial Advisors's JULZ Position: Q1 2026 in Review

DHJJ Financial Advisors held its TrueShares Structured Outcome July ETF (JULZ) position steady in Q1 2026 at 10 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #916.

DHJJ Financial Advisors first reported a position in JULZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.08K in Q2 2024. 16 funds tracked by Wall St. Rank hold JULZ as of Q1 2026.

DHJJ Financial Advisors held 10 shares of TrueShares Structured Outcome July ETF worth $402 as of Q1 2026.
DHJJ Financial Advisors left its TrueShares Structured Outcome July ETF share count unchanged in Q1 2026.
TrueShares Structured Outcome July ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #916 holding.
DHJJ Financial Advisors first reported a position in TrueShares Structured Outcome July ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's TrueShares Structured Outcome July ETF position peaked at $7.08K in Q2 2024.
16 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.