UBS Group
JULZ icon

UBS Group’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

UBS Group’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
2026
Q2 		– Sell
-387
Closed -$15.5K – 10758
2026
Q1 		$15.5K Buy
387
+330
+579% +$13.8K ﹤0.01% 8119
2025
Q4 		$2.4K Buy
+57
New +$2.65K ﹤0.01% 9316
2025
Q3 		– Sell
-819
Closed -$35.6K – 10625
2025
Q2 		$35.6K Buy
819
+557
+213% +$22.7K ﹤0.01% 8045
2025
Q1 		$10.5K Buy
262
+158
+152% +$6.59K ﹤0.01% 8623
2024
Q4 		$4.33K Sell
104
-78
-43% -$3.36K ﹤0.01% 8763
2024
Q3 		$7.7K Buy
+182
New +$7.46K ﹤0.01% 7886
2024
Q2 		– Sell
-2
Closed -$78 – 9815
2024
Q1 		$78 Buy
+2
New +$75 ﹤0.01% 8872
2023
Q4 		– Sell
-222
Closed -$7.69K – 9604
2023
Q3 		$7.69K Sell
222
-1,987
-90% -$70.6K ﹤0.01% 7215
2023
Q2 		$78.3K Buy
+2,209
New +$74.9K ﹤0.01% 6193
2023
Q1 		– Sell
-1,077
Closed -$34.3K – 9978
2022
Q4 		$34.3K Sell
1,077
-655
-38% -$20.8K ﹤0.01% 7106
2022
Q3 		$52K Buy
1,732
+108
+7% +$3.5K ﹤0.01% 6319
2022
Q2 		$51K Buy
1,624
+507
+45% +$16.2K ﹤0.01% 5891
2022
Q1 		$38K Buy
1,117
+70
+7% +$2.34K ﹤0.01% 6760
2021
Q4 		$37K Sell
1,047
-233
-18% -$7.98K ﹤0.01% 7189
2021
Q3 		$42K Buy
1,280
+1,278
+63,900% +$42.5K ﹤0.01% 6480
2021
Q2 		$0 Sell
2
-1,549
-100% -$49.3K ﹤0.01% 9600
2021
Q1 		$47K Sell
1,551
-171
-10% -$5.1K ﹤0.01% 6625
2020
Q4 		$50K Buy
1,722
+1,494
+655% +$41.6K ﹤0.01% 6185
2020
Q3 		$6K Buy
+228
New +$6K ﹤0.01% 7222

Other funds holding JULZ

TrueMark Investments
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group's JULZ Position: Q2 2026 in Review

UBS Group sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2026, closing a stake of 387 shares — an estimated $15.5K sold.

UBS Group first reported a position in JULZ in Q3 2020 and held it in 19 quarters. The position peaked at $78.3K in Q2 2023. 18 funds tracked by Wall St. Rank hold JULZ as of Q2 2026.

  • UBS Group reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 387 TrueShares Structured Outcome July ETF shares in Q2 2026, an estimated $15.5K.
  • UBS Group first reported a position in TrueShares Structured Outcome July ETF in Q3 2020 and held it in 19 quarters.
  • UBS Group's TrueShares Structured Outcome July ETF position peaked at $78.3K in Q2 2023.
  • 18 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.