LPL Financial
JULZ icon

LPL Financial’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

LPL Financial’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
2025
Q4 		– Sell
-4,382
Closed -$203K – 5974
2025
Q3 		$203K Sell
4,382
-683
-13% -$30.6K ﹤0.01% 5344
2025
Q2 		$220K Hold
5,065
– – ﹤0.01% 5016
2025
Q1 		$203K Hold
5,065
– – ﹤0.01% 4861
2024
Q4 		$211K Buy
+5,065
New +$218K ﹤0.01% 4780

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
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
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $259M AUM 14.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial's JULZ Position: Q4 2025 in Review

LPL Financial sold out of TrueShares Structured Outcome July ETF (JULZ) in Q4 2025, closing a stake of 4,382 shares — an estimated $203K sold.

LPL Financial first reported a position in JULZ in Q4 2024 and held it in 4 quarters. The position peaked at $220K in Q2 2025. 19 funds tracked by Wall St. Rank hold JULZ as of Q4 2025.

  • LPL Financial reported no remaining TrueShares Structured Outcome July ETF position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 4,382 TrueShares Structured Outcome July ETF shares in Q4 2025, an estimated $203K.
  • LPL Financial first reported a position in TrueShares Structured Outcome July ETF in Q4 2024 and held it in 4 quarters.
  • LPL Financial's TrueShares Structured Outcome July ETF position peaked at $220K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.