I2I
JULZ icon

Insight 2811 Inc’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Insight 2811 Inc’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
-6,830
Closed -$288K – 104
2025
Q4 		$288K Sell
6,830
-1,000
-13% -$46.4K 0.13% 76
2025
Q3 		$363K Sell
7,830
-2,074
-21% -$92.9K 0.16% 63
2025
Q2 		$431K Hold
9,904
– – 0.2% 53
2025
Q1 		$397K Sell
9,904
-797
-7% -$33.2K 0.2% 55
2024
Q4 		$445K Sell
10,701
-17
-0.2% -$733 0.23% 47
2024
Q3 		$453K Hold
10,718
– – 0.23% 50
2024
Q2 		$434K Sell
10,718
-10
-0.1% -$391 0.23% 50
2024
Q1 		$421K Hold
10,728
– – 0.22% 52
2023
Q4 		$388K Sell
10,728
-819
-7% -$29.2K 0.21% 52
2023
Q3 		$400K Sell
11,547
-110
-0.9% -$3.91K 0.23% 49
2023
Q2 		$413K Buy
11,657
+2,000
+21% +$67.8K 0.22% 52
2023
Q1 		$322K Hold
9,657
– – 0.2% 61
2022
Q4 		$308K Buy
+9,657
New +$307K 0.19% 65

Other funds holding JULZ

TI
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 $6.3B 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 $488M AUM 17.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
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

Insight 2811 Inc's JULZ Position: Q1 2026 in Review

Insight 2811 Inc sold out of TrueShares Structured Outcome July ETF (JULZ) in Q1 2026, closing a stake of 6,830 shares — an estimated $288K sold.

Insight 2811 Inc first reported a position in JULZ in Q4 2022 and held it in 13 quarters. The position peaked at $453K in Q3 2024. 16 funds tracked by Wall St. Rank hold JULZ as of Q1 2026.

  • Insight 2811 Inc reported no remaining TrueShares Structured Outcome July ETF position as of Q1 2026 after selling out during the quarter.
  • Insight 2811 Inc sold 6,830 TrueShares Structured Outcome July ETF shares in Q1 2026, an estimated $288K.
  • Insight 2811 Inc first reported a position in TrueShares Structured Outcome July ETF in Q4 2022 and held it in 13 quarters.
  • Insight 2811 Inc's TrueShares Structured Outcome July ETF position peaked at $453K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.