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
2026
Q2 		$952 Buy
+21
New +$929 ﹤0.01% 3796
2024
Q4 		– Sell
-25
Closed -$1.06K – 3761
2024
Q3 		$1.06K Buy
+25
New +$1.02K ﹤0.01% 3236

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
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management's JULZ Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in TrueShares Structured Outcome July ETF (JULZ) in Q2 2026: 21 shares worth $952. The stake represents ﹤0.01% of the portfolio and ranks #3796 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in JULZ as recently as Q3 2024.

Northwestern Mutual Wealth Management first reported a position in JULZ in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.06K in Q3 2024. 18 funds tracked by Wall St. Rank hold JULZ as of Q2 2026.

  • Northwestern Mutual Wealth Management held 21 shares of TrueShares Structured Outcome July ETF worth $952 as of Q2 2026.
  • TrueShares Structured Outcome July ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • TrueShares Structured Outcome July ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3796 holding.
  • Northwestern Mutual Wealth Management first reported a position in TrueShares Structured Outcome July ETF in Q3 2024 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's TrueShares Structured Outcome July ETF position peaked at $1.06K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.