Wealth Enhancement Advisory Services
JULZ icon

Wealth Enhancement Advisory Services’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Wealth Enhancement Advisory Services’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
Q4 		– Sell
-124,312
Closed -$5.78M – 3732
2025
Q3 		$5.78M Buy
+124,312
New +$5.57M 0.01% 879
2025
Q2 		– Sell
-20,249
Closed -$812K – 3441
2025
Q1 		$812K Sell
20,249
-38,053
-65% -$1.59M ﹤0.01% 1717
2024
Q4 		$2.43M Buy
58,302
+33,062
+131% +$1.43M ﹤0.01% 1076
2024
Q3 		$1.07M Buy
+25,240
New +$1.03M ﹤0.01% 1356
2024
Q1 		– Sell
-67,526
Closed -$2.44M – 2533
2023
Q4 		$2.44M Buy
+67,526
New +$2.41M 0.01% 843

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
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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's JULZ Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of TrueShares Structured Outcome July ETF (JULZ) in Q4 2025, closing a stake of 124,312 shares — an estimated $5.78M sold.

Wealth Enhancement Advisory Services first reported a position in JULZ in Q4 2023 and held it in 5 quarters. The position peaked at $5.78M in Q3 2025. 19 funds tracked by Wall St. Rank hold JULZ as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining TrueShares Structured Outcome July ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 124,312 TrueShares Structured Outcome July ETF shares in Q4 2025, an estimated $5.78M.
  • Wealth Enhancement Advisory Services first reported a position in TrueShares Structured Outcome July ETF in Q4 2023 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's TrueShares Structured Outcome July ETF position peaked at $5.78M in Q3 2025.
  • 19 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.