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Pineridge Advisors’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Pineridge Advisors’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
-101
Closed -$4.06K – 576
2025
Q1 		$4.06K Hold
101
– – ﹤0.01% 336
2024
Q4 		$4.21K Sell
101
-43
-30% -$1.85K ﹤0.01% 406
2024
Q3 		$6.09K Sell
144
-15
-9% -$614 ﹤0.01% 323
2024
Q2 		$6.43K Sell
159
-13
-8% -$509 ﹤0.01% 339
2024
Q1 		$6.74K Buy
+172
New +$6.45K ﹤0.01% 335

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

Pineridge Advisors's JULZ Position: Q2 2025 in Review

Pineridge Advisors sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2025, closing a stake of 101 shares — an estimated $4.06K sold.

Pineridge Advisors first reported a position in JULZ in Q1 2024 and held it in 5 quarters. The position peaked at $6.74K in Q1 2024. 22 funds tracked by Wall St. Rank hold JULZ as of Q2 2025.

  • Pineridge Advisors reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2025 after selling out during the quarter.
  • Pineridge Advisors sold 101 TrueShares Structured Outcome July ETF shares in Q2 2025, an estimated $4.06K.
  • Pineridge Advisors first reported a position in TrueShares Structured Outcome July ETF in Q1 2024 and held it in 5 quarters.
  • Pineridge Advisors's TrueShares Structured Outcome July ETF position peaked at $6.74K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2025.

Based on Pineridge Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.