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
2026
Q3 		$206K Buy
+4,470
New +$205K ﹤0.01% 5803
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

TrueMark Investments
TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $941M AUM
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

LPL Financial's JULZ Position: Q3 2026 in Review

LPL Financial opened a new position in TrueShares Structured Outcome July ETF (JULZ) in Q3 2026: 4,470 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #5803 among its holdings. This is a return to the name: LPL Financial previously reported a position in JULZ as recently as Q3 2025.

LPL Financial first reported a position in JULZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $220K in Q2 2025. 17 funds tracked by Wall St. Rank hold JULZ as of Q3 2026.

  • LPL Financial held 4,470 shares of TrueShares Structured Outcome July ETF worth $206K as of Q3 2026.
  • TrueShares Structured Outcome July ETF was a new LPL Financial position in Q3 2026.
  • TrueShares Structured Outcome July ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5803 holding.
  • LPL Financial first reported a position in TrueShares Structured Outcome July ETF in Q4 2024 and has held it in 5 quarters since.
  • LPL Financial's TrueShares Structured Outcome July ETF position peaked at $220K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.