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Richard W. Paul & Associates’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Richard W. Paul & Associates’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
-19
Closed -$746 – 350
2025
Q1 		$746 Hold
19
– – ﹤0.01% 329
2024
Q4 		$774 Buy
19
+1
+6% +$43 ﹤0.01% 480
2024
Q3 		$761 Hold
18
– – ﹤0.01% 473
2024
Q2 		$728 Hold
18
– – ﹤0.01% 466
2024
Q1 		$706 Buy
+18
New +$675 ﹤0.01% 478

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 $364M AUM 17.23% 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

Richard W. Paul & Associates's JULZ Position: Q2 2025 in Review

Richard W. Paul & Associates sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2025, closing a stake of 19 shares — an estimated $746 sold.

Richard W. Paul & Associates first reported a position in JULZ in Q1 2024 and held it in 5 quarters. The position peaked at $774 in Q4 2024. 22 funds tracked by Wall St. Rank hold JULZ as of Q2 2025.

  • Richard W. Paul & Associates reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 19 TrueShares Structured Outcome July ETF shares in Q2 2025, an estimated $746.
  • Richard W. Paul & Associates first reported a position in TrueShares Structured Outcome July ETF in Q1 2024 and held it in 5 quarters.
  • Richard W. Paul & Associates's TrueShares Structured Outcome July ETF position peaked at $774 in Q4 2024.
  • 22 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2025.

Based on Richard W. Paul & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.