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Next Financial Group’s TrueShares Structured Outcome June ETF JUNZ Stock Holding History

Next Financial Group’s Portfolio JUNZ Stock Details JUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$48K Hold
1,755
– – ﹤0.01% 1492
2021
Q3 		$45K Hold
1,755
– – ﹤0.01% 1449
2021
Q2 		$45K Buy
+1,755
New +$44.2K ﹤0.01% 1424

Other funds holding JUNZ

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Next Financial Group held its TrueShares Structured Outcome June ETF (JUNZ) position steady in Q4 2021 at 1,755 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Next Financial Group first reported a position in JUNZ in Q2 2021 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold JUNZ as of Q4 2021.

  • Next Financial Group held 1,755 shares of TrueShares Structured Outcome June ETF worth $48K as of Q4 2021.
  • Next Financial Group left its TrueShares Structured Outcome June ETF share count unchanged in Q4 2021.
  • TrueShares Structured Outcome June ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1492 holding.
  • Next Financial Group first reported a position in TrueShares Structured Outcome June ETF in Q2 2021 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held TrueShares Structured Outcome June ETF as of Q4 2021.

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