Lloyd Advisory Services’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Lloyd Advisory Services’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	-49	Closed	-$2.07K	–	959
2025 Q4	$2.07K	Buy	+49	New	+$2.27K	﹤0.01%	450
2025 Q2	–	Sell	-37,812	Closed	-$1.52M	–	109
2025 Q1	$1.52M	Sell	37,812 -1,161	-3%	-$48.4K	0.76%	30
2024 Q4	$1.62M	Sell	38,973 -852	-2%	-$36.7K	0.77%	30
2024 Q3	$1.68M	Buy	39,825 +340	+0.9%	+$13.9K	0.81%	27
2024 Q2	$1.6M	Buy	+39,485	New	+$1.55M	0.75%	33

Other funds holding JULZ

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lloyd Advisory Services's JULZ Position: Q1 2026 in Review

Lloyd Advisory Services sold out of TrueShares Structured Outcome July ETF (JULZ) in Q1 2026, closing a stake of 49 shares — an estimated $2.07K sold.

Lloyd Advisory Services first reported a position in JULZ in Q2 2024 and held it in 5 quarters. The position peaked at $1.68M in Q3 2024. 16 funds tracked by Wall St. Rank hold JULZ as of Q1 2026.

Lloyd Advisory Services reported no remaining TrueShares Structured Outcome July ETF position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 49 TrueShares Structured Outcome July ETF shares in Q1 2026, an estimated $2.07K.
Lloyd Advisory Services first reported a position in TrueShares Structured Outcome July ETF in Q2 2024 and held it in 5 quarters.
Lloyd Advisory Services's TrueShares Structured Outcome July ETF position peaked at $1.68M in Q3 2024.
16 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.