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

Next Financial 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
2021
Q4 		$48K Hold
1,366
– – ﹤0.01% 1491
2021
Q3 		$45K Buy
+1,366
New +$45.4K ﹤0.01% 1448

Other funds holding JULZ

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BA
Ballast Advisors Woodbury, Minnesota $344M AUM 16.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Next Financial Group's JULZ Position: Q4 2021 in Review

Next Financial Group held its TrueShares Structured Outcome July ETF (JULZ) position steady in Q4 2021 at 1,366 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Next Financial Group first reported a position in JULZ in Q3 2021 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold JULZ as of Q4 2021.

  • Next Financial Group held 1,366 shares of TrueShares Structured Outcome July ETF worth $48K as of Q4 2021.
  • Next Financial Group left its TrueShares Structured Outcome July ETF share count unchanged in Q4 2021.
  • TrueShares Structured Outcome July ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1491 holding.
  • Next Financial Group first reported a position in TrueShares Structured Outcome July ETF in Q3 2021 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.