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TrueShares Structured Outcome July ETF
JULZ

Overview Fund Activity

21 hedge funds and large institutions have $17.6M invested in TrueShares Structured Outcome July ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 16 closing their positions.

Holders
21
Holders Change
-15
Holders Change %
-41.67%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
7
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
TrueMark Investments
Illinois
$2.5M
2
FI
2
FWG Investments
Kentucky
$234K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$192K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$152K
5
UBS Group
5
UBS Group
Switzerland
$35.6K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$3.96M
2
LAS
2
Lloyd Advisory Services
Georgia
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$4.55M 104,634 -3,458 -3%
AWM
2
AE Wealth Management
Kansas
$3.96M 91,083 -111,504 -55%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$2.55M 58,588 -589 -1%
TI
4
TrueMark Investments
Illinois
$2.5M 57,604 +32,867 +133%
WCG
5
Weaver Consulting Group
California
$617K 14,183 – –
ECA
6
Elevated Capital Advisors
Utah
$592K 14,753 – –
I2I
7
Insight 2811 Inc
Illinois
$431K 9,904 – –
IA
8
IFP Advisors
Florida
$397K 9,122 – –
Citadel Advisors
9
Citadel Advisors
Florida
$305K 7,026 -377 -5%
FWM
10
FSR Wealth Management
Illinois
$283K 6,505 -747 -10%
CIAS
11
Capital Investment Advisory Services
North Carolina
$272K 6,259 – –
SW
12
SMART Wealth
Nebraska
$254K 5,850 -2,281 -28%
FI
13
FWG Investments
Kentucky
$234K 5,392 +5,392 New
LPL Financial
14
LPL Financial
California
$220K 5,065 – –
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$192K 4,426 +4,426 New
Osaic Holdings
16
Osaic Holdings
Arizona
$152K 3,650 +900 +33%
UBS Group
17
UBS Group
Switzerland
$35.6K 819 +557 +213%
HI
18
Harbour Investments
Wisconsin
$8.3K 191 – –
AAS
19
Ameritas Advisory Services
Nebraska
$763 18 +18 New
DFA
20
DHJJ Financial Advisors
Illinois
$435 10 -15 -60%
Morgan Stanley
21
Morgan Stanley
New York
$49 1 – –
LAS
22
Lloyd Advisory Services
Georgia
– – -37,812 Closed
OMC
23
Old Mission Capital
Illinois
– – -21,467 Closed
BOSSRA
24
B.O.S.S. Retirement Advisors
Utah
– – -20,884 Closed
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
– – -20,249 Closed
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