Elevated Capital Advisors’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Elevated Capital 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	$9.31K	Sell	232 -12,611	-98%	-$528K	﹤0.01%	471
2025 Q4	$541K	Sell	12,843 -305	-2%	-$14.2K	0.13%	189
2025 Q3	$609K	Sell	13,148 -1,605	-11%	-$71.9K	0.15%	175
2025 Q2	$592K	Hold	14,753	–	–	0.17%	172
2025 Q1	$592K	Buy	14,753 +517	+4%	+$21.6K	0.17%	172
2024 Q4	$592K	Buy	14,236 +2,965	+26%	+$128K	0.16%	175
2024 Q3	$477K	Buy	11,271 +5,203	+86%	+$213K	0.13%	207
2024 Q2	$246K	Buy	+6,068	New	+$238K	0.07%	211

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

Elevated Capital Advisors's JULZ Position: Q1 2026 in Review

Elevated Capital Advisors reduced its TrueShares Structured Outcome July ETF (JULZ) stake by 98% in Q1 2026, selling an estimated $528K and leaving 232 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Elevated Capital Advisors first reported a position in JULZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $609K in Q3 2025. 16 funds tracked by Wall St. Rank hold JULZ as of Q1 2026.

Elevated Capital Advisors held 232 shares of TrueShares Structured Outcome July ETF worth $9.31K as of Q1 2026.
Elevated Capital Advisors sold 12,611 TrueShares Structured Outcome July ETF shares in Q1 2026, an estimated $528K.
TrueShares Structured Outcome July ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #471 holding.
Elevated Capital Advisors first reported a position in TrueShares Structured Outcome July ETF in Q2 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's TrueShares Structured Outcome July ETF position peaked at $609K in Q3 2025.
16 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.