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

IFP 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	–	Sell	-6,322	Closed	-$266K	–	5089
2025 Q4	$266K	Sell	6,322 -6,322	-50%	-$293K	0.01%	1226
2025 Q3	$586K	Buy	12,644 +3,522	+39%	+$158K	0.02%	799
2025 Q2	$397K	Hold	9,122	–	–	0.01%	934
2025 Q1	$366K	Buy	+9,122	New	+$380K	0.01%	893
2023 Q1	–	Sell	-1,000	Closed	-$26K	–	3948
2022 Q4	$26K	Hold	1,000	–	–	﹤0.01%	2692
2022 Q3	$26K	Hold	1,000	–	–	﹤0.01%	2870
2022 Q2	$26K	Hold	1,000	–	–	﹤0.01%	2639
2022 Q1	$26K	Buy	+1,000	New	+$33.5K	﹤0.01%	2639

Other funds holding JULZ

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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 $488M AUM 17.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

IFP Advisors's JULZ Position: Q1 2026 in Review

IFP Advisors sold out of TrueShares Structured Outcome July ETF (JULZ) in Q1 2026, closing a stake of 6,322 shares — an estimated $266K sold.

IFP Advisors first reported a position in JULZ in Q1 2022 and held it in 8 quarters. The position peaked at $586K in Q3 2025. 16 funds tracked by Wall St. Rank hold JULZ as of Q1 2026.

IFP Advisors reported no remaining TrueShares Structured Outcome July ETF position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 6,322 TrueShares Structured Outcome July ETF shares in Q1 2026, an estimated $266K.
IFP Advisors first reported a position in TrueShares Structured Outcome July ETF in Q1 2022 and held it in 8 quarters.
IFP Advisors's TrueShares Structured Outcome July ETF position peaked at $586K in Q3 2025.
16 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.