Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q4 		– Sell
-25
Closed -$1.06K – 3761
2024
Q3 		$1.06K Buy
+25
New +$1.02K ﹤0.01% 3236

Other funds holding JULZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

Northwestern Mutual Wealth Management's JULZ Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of TrueShares Structured Outcome July ETF (JULZ) in Q4 2024, closing a stake of 25 shares — an estimated $1.06K sold.

Northwestern Mutual Wealth Management first reported a position in JULZ in Q3 2024 and held it in 1 quarter. The position peaked at $1.06K in Q3 2024. 35 funds tracked by Wall St. Rank hold JULZ as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining TrueShares Structured Outcome July ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 25 TrueShares Structured Outcome July ETF shares in Q4 2024, an estimated $1.06K.
  • Northwestern Mutual Wealth Management first reported a position in TrueShares Structured Outcome July ETF in Q3 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's TrueShares Structured Outcome July ETF position peaked at $1.06K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.