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Investment Research & Advisory Group’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Investment Research & Advisory Group’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
2023
Q3 		– Sell
-400
Closed -$14.2K – 225
2023
Q2 		$14.2K Buy
+400
New +$13.6K 0.01% 144

Other funds holding JULZ

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investment Research & Advisory Group's JULZ Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of TrueShares Structured Outcome July ETF (JULZ) in Q3 2023, closing a stake of 400 shares — an estimated $14.2K sold.

Investment Research & Advisory Group first reported a position in JULZ in Q2 2023 and held it in 1 quarter. The position peaked at $14.2K in Q2 2023. 11 funds tracked by Wall St. Rank hold JULZ as of Q3 2023.

  • Investment Research & Advisory Group reported no remaining TrueShares Structured Outcome July ETF position as of Q3 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 400 TrueShares Structured Outcome July ETF shares in Q3 2023, an estimated $14.2K.
  • Investment Research & Advisory Group first reported a position in TrueShares Structured Outcome July ETF in Q2 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's TrueShares Structured Outcome July ETF position peaked at $14.2K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.