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

TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

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

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 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

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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.