Howard Bailey Securities
JULZ icon

Howard Bailey Securities’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Howard Bailey Securities’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
-11,011
Closed -$442K – 162
2025
Q1 		$442K Buy
11,011
+1,215
+12% +$50.7K 0.15% 84
2024
Q4 		$408K Sell
9,796
-1,181
-11% -$50.9K 0.15% 88
2024
Q3 		$464K Buy
+10,977
New +$450K 0.18% 79

Other funds holding JULZ

Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
TrueMark Investments
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $259M AUM 14.87% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Howard Bailey Securities's JULZ Position: Q2 2025 in Review

Howard Bailey Securities sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2025, closing a stake of 11,011 shares — an estimated $442K sold.

Howard Bailey Securities first reported a position in JULZ in Q3 2024 and held it in 3 quarters. The position peaked at $464K in Q3 2024. 22 funds tracked by Wall St. Rank hold JULZ as of Q2 2025.

  • Howard Bailey Securities reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 11,011 TrueShares Structured Outcome July ETF shares in Q2 2025, an estimated $442K.
  • Howard Bailey Securities first reported a position in TrueShares Structured Outcome July ETF in Q3 2024 and held it in 3 quarters.
  • Howard Bailey Securities's TrueShares Structured Outcome July ETF position peaked at $464K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2025.

Based on Howard Bailey Securities's 13F filing for Q2 2025, filed 7 Aug 2025.