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

Park Square 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
2025
Q2 		– Sell
-221
Closed -$8.86K – 1034
2025
Q1 		$8.86K Buy
221
+102
+86% +$4.25K 0.01% 634
2024
Q4 		$4.95K Buy
+119
New +$5.13K ﹤0.01% 710

Other funds holding JULZ

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Park Square Financial Group's JULZ Position: Q2 2025 in Review

Park Square Financial Group sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2025, closing a stake of 221 shares — an estimated $8.86K sold.

Park Square Financial Group first reported a position in JULZ in Q4 2024 and held it in 2 quarters. The position peaked at $8.86K in Q1 2025. 22 funds tracked by Wall St. Rank hold JULZ as of Q2 2025.

  • Park Square Financial Group reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2025 after selling out during the quarter.
  • Park Square Financial Group sold 221 TrueShares Structured Outcome July ETF shares in Q2 2025, an estimated $8.86K.
  • Park Square Financial Group first reported a position in TrueShares Structured Outcome July ETF in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's TrueShares Structured Outcome July ETF position peaked at $8.86K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2025.

Based on Park Square Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.