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Strategic Blueprint’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Strategic Blueprint’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
2022
Q2 		– Sell
-19,857
Closed -$671K – 527
2022
Q1 		$671K Buy
19,857
+1,912
+11% +$64K 0.08% 238
2021
Q4 		$631K Buy
17,945
+5,306
+42% +$182K 0.08% 235
2021
Q3 		$413K Buy
+12,639
New +$420K 0.06% 271

Other funds holding JULZ

WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
BA
Ballast Advisors Woodbury, Minnesota $344M AUM 16.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Blueprint's JULZ Position: Q2 2022 in Review

Strategic Blueprint sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2022, closing a stake of 19,857 shares — an estimated $671K sold.

Strategic Blueprint first reported a position in JULZ in Q3 2021 and held it in 3 quarters. The position peaked at $671K in Q1 2022. 13 funds tracked by Wall St. Rank hold JULZ as of Q2 2022.

  • Strategic Blueprint reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2022 after selling out during the quarter.
  • Strategic Blueprint sold 19,857 TrueShares Structured Outcome July ETF shares in Q2 2022, an estimated $671K.
  • Strategic Blueprint first reported a position in TrueShares Structured Outcome July ETF in Q3 2021 and held it in 3 quarters.
  • Strategic Blueprint's TrueShares Structured Outcome July ETF position peaked at $671K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2022.

Based on Strategic Blueprint's 13F filing for Q2 2022, filed 12 Aug 2022.