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
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

TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

UBS Group's JULZ Position: Q1 2026 in Review

UBS Group increased its TrueShares Structured Outcome July ETF (JULZ) stake by 579% in Q1 2026, buying an estimated $13.8K and bringing the position to 387 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #8119.

UBS Group first reported a position in JULZ in Q3 2020 and has held it in 19 quarters since. The position peaked at $78.3K in Q2 2023. 16 funds tracked by Wall St. Rank hold JULZ as of Q1 2026.

  • UBS Group held 387 shares of TrueShares Structured Outcome July ETF worth $15.5K as of Q1 2026.
  • UBS Group bought 330 TrueShares Structured Outcome July ETF shares in Q1 2026, an estimated $13.8K.
  • TrueShares Structured Outcome July ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8119 holding.
  • UBS Group first reported a position in TrueShares Structured Outcome July ETF in Q3 2020 and has held it in 19 quarters since.
  • UBS Group's TrueShares Structured Outcome July ETF position peaked at $78.3K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.