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SMART Wealth’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

SMART Wealth’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
-5,850
Closed -$254K – 166
2025
Q2 		$254K Sell
5,850
-2,281
-28% -$93K 0.08% 148
2025
Q1 		$326K Buy
8,131
+1,226
+18% +$51.1K 0.12% 120
2024
Q4 		$287K Buy
6,905
+822
+14% +$35.4K 0.1% 121
2024
Q3 		$257K Buy
+6,083
New +$249K 0.1% 118

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 $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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $259M AUM 14.87% 1-Year Est. Return

SMART Wealth's JULZ Position: Q3 2025 in Review

SMART Wealth sold out of TrueShares Structured Outcome July ETF (JULZ) in Q3 2025, closing a stake of 5,850 shares — an estimated $254K sold.

SMART Wealth first reported a position in JULZ in Q3 2024 and held it in 4 quarters. The position peaked at $326K in Q1 2025. 19 funds tracked by Wall St. Rank hold JULZ as of Q3 2025.

  • SMART Wealth reported no remaining TrueShares Structured Outcome July ETF position as of Q3 2025 after selling out during the quarter.
  • SMART Wealth sold 5,850 TrueShares Structured Outcome July ETF shares in Q3 2025, an estimated $254K.
  • SMART Wealth first reported a position in TrueShares Structured Outcome July ETF in Q3 2024 and held it in 4 quarters.
  • SMART Wealth's TrueShares Structured Outcome July ETF position peaked at $326K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.