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TrueShares Structured Outcome July ETF
JULZ

Overview Fund Activity

28 hedge funds and large institutions have $24.7M invested in TrueShares Structured Outcome July ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
28
Holders Change
+11
Holders Change %
+64.71%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
4
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$4.78M
2
AWM
2
AE Wealth Management
Kansas
$8.25M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.07M
4
HBS
4
Howard Bailey Securities
Indiana
$464K
5
Wolverine Trading
5
Wolverine Trading
Illinois
$759K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$459K
2
SWP
2
Summit Wealth Partners
Florida
$792K
3
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$2.54M
4
GLR
4
Great Lakes Retirement
Ohio
$350K
5
DFA
5
DHJJ Financial Advisors
Illinois
$1.06K
Name Market Value Shares Shares
Change 		Shares
Change %
RWPA
26
Richard W. Paul & Associates
Michigan
$761 18 – –
Bank of America
27
Bank of America
North Carolina
$381 9 +9 New
CFGS
28
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$0 5 – –
1
2