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Great Lakes Retirement’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Great Lakes Retirement’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
Q2 		– Sell
-7,453
Closed -$299K – 211
2025
Q1 		$299K Sell
7,453
-340
-4% -$14.2K 0.04% 193
2024
Q4 		$324K Sell
7,793
-484
-6% -$20.9K 0.04% 189
2024
Q3 		$350K Sell
8,277
-170
-2% -$6.96K 0.04% 186
2024
Q2 		$342K Sell
8,447
-743
-8% -$29.1K 0.05% 183
2024
Q1 		$360K Buy
+9,190
New +$345K 0.05% 188

Other funds holding JULZ

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Great Lakes Retirement's JULZ Position: Q2 2025 in Review

Great Lakes Retirement sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2025, closing a stake of 7,453 shares — an estimated $299K sold.

Great Lakes Retirement first reported a position in JULZ in Q1 2024 and held it in 5 quarters. The position peaked at $360K in Q1 2024. 22 funds tracked by Wall St. Rank hold JULZ as of Q2 2025.

  • Great Lakes Retirement reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2025 after selling out during the quarter.
  • Great Lakes Retirement sold 7,453 TrueShares Structured Outcome July ETF shares in Q2 2025, an estimated $299K.
  • Great Lakes Retirement first reported a position in TrueShares Structured Outcome July ETF in Q1 2024 and held it in 5 quarters.
  • Great Lakes Retirement's TrueShares Structured Outcome July ETF position peaked at $360K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2025.

Based on Great Lakes Retirement's 13F filing for Q2 2025, filed 4 Aug 2025.