Q1WB
JULZ icon

Quest 10 Wealth Builders’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Quest 10 Wealth Builders’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
Q3 		– Sell
-1,641
Closed -$71.3K – 891
2025
Q2 		$71.3K Sell
1,641
-257
-14% -$10.5K 0.07% 152
2025
Q1 		$76.1K Buy
1,898
+391
+26% +$16.3K 0.08% 141
2024
Q4 		$62.7K Buy
+1,507
New +$65K 0.06% 162

Other funds holding JULZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

Quest 10 Wealth Builders's JULZ Position: Q3 2025 in Review

Quest 10 Wealth Builders sold out of TrueShares Structured Outcome July ETF (JULZ) in Q3 2025, closing a stake of 1,641 shares — an estimated $71.3K sold.

Quest 10 Wealth Builders first reported a position in JULZ in Q4 2024 and held it in 3 quarters. The position peaked at $76.1K in Q1 2025. 19 funds tracked by Wall St. Rank hold JULZ as of Q3 2025.

  • Quest 10 Wealth Builders reported no remaining TrueShares Structured Outcome July ETF position as of Q3 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 1,641 TrueShares Structured Outcome July ETF shares in Q3 2025, an estimated $71.3K.
  • Quest 10 Wealth Builders first reported a position in TrueShares Structured Outcome July ETF in Q4 2024 and held it in 3 quarters.
  • Quest 10 Wealth Builders's TrueShares Structured Outcome July ETF position peaked at $76.1K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q3 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2025, filed 20 Oct 2025.