TrueShares Structured Outcome July ETF
JULZ
JULZ
11 hedge funds and large institutions have $8.67M invested in TrueShares Structured Outcome July ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
Holders
11
Holders Change
+3
Holders Change %
+37.5%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
VBFP
1
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $2.29M | 67,558 | -278 | -0.4% |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $2.09M | 64,059 | +1,758 | +3% |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.61M | 49,351 | +49,351 | New |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $1.3M | 39,655 | +39,655 | New |
|
|
SWP
5
Summit Wealth Partners
Orlando,
Florida
| $593K | 18,147 | -2,192 | -11% |
|
|
SB
6
Strategic Blueprint
Atlanta,
Georgia
| $413K | 12,639 | +12,639 | New |
|
|
BA
7
Ballast Advisors
Woodbury,
Minnesota
| $145K | 4,432 | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $121K | 3,700 | +2,000 | +118% |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $45K | 1,366 | +1,366 | New |
|
10
UBS Group
Zurich,
Switzerland
| $42K | 1,280 | +1,278 | +63,900% |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $23K | 700 | +700 | New |
|
12
Wolverine Trading
Chicago,
Illinois
| – | – | -177,802 | Closed |
|
|
CFGS
13
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|