Vise Technologies’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Vise Technologies’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
2024 Q4	$599K	Buy	+14,389	New	+$620K	0.05%	376

Other funds holding JULZ

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

I2I

Insight 2811 Inc Chicago, Illinois $259M AUM 14.87% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Vise Technologies's JULZ Position: Q4 2024 in Review

Vise Technologies opened a new position in TrueShares Structured Outcome July ETF (JULZ) in Q4 2024: 14,389 shares worth $599K. The stake represents 0.05% of the portfolio and ranks #376 among its holdings.

35 funds tracked by Wall St. Rank hold JULZ as of Q4 2024.

Vise Technologies held 14,389 shares of TrueShares Structured Outcome July ETF worth $599K as of Q4 2024.
TrueShares Structured Outcome July ETF was a new Vise Technologies position in Q4 2024.
TrueShares Structured Outcome July ETF made up 0.05% of Vise Technologies's portfolio in Q4 2024, its #376 holding.
35 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q4 2024.

Based on Vise Technologies's 13F filing for Q4 2024, filed 18 Feb 2025.