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TrueShares Structured Outcome July ETF
JULZ

Overview Fund Activity

15 hedge funds and large institutions have $7.24M invested in TrueShares Structured Outcome July ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
I2I
1
Insight 2811 Inc
Illinois
$308K
2
OMC
2
Old Mission Capital
Illinois
$297K
3
Wolverine Trading
3
Wolverine Trading
Illinois
$242K
4
CIAS
4
Capital Investment Advisory Services
North Carolina
$231K
5
WCG
5
Weaver Consulting Group
California
$509K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$211K
2
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$2.07M
3
UBS Group
3
UBS Group
Switzerland
$34.3K
Name Market Value Shares Shares
Change 		Shares
Change %
VBFP
1
Valtinson Bruner Financial Planning
Minnesota
$2.07M 64,173 -1,224 -2%
SWP
2
Summit Wealth Partners
Florida
$1.51M 47,542 – –
KAS
3
Kestra Advisory Services
Texas
$993K 31,175 +440 +1%
WCG
4
Weaver Consulting Group
California
$509K 15,972 +1,043 +7%
Osaic Holdings
5
Osaic Holdings
Arizona
$341K 10,700 – –
I2I
6
Insight 2811 Inc
Illinois
$308K 9,657 +9,657 New
CP
7
Castleview Partners
Texas
$307K 9,629 – –
OMC
8
Old Mission Capital
Illinois
$297K 9,326 +9,326 New
Wolverine Trading
9
Wolverine Trading
Illinois
$242K 7,594 +7,594 New
CIAS
10
Capital Investment Advisory Services
North Carolina
$231K 7,260 +7,260 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$211K 6,652 -7,922 -54%
BA
12
Ballast Advisors
Minnesota
$141K 4,432 – –
UBS Group
13
UBS Group
Switzerland
$34.3K 1,077 -655 -38%
IA
14
IFP Advisors
Florida
$26K 1,000 – –
HI
15
Harbour Investments
Wisconsin
$12.7K 400 – –
CFGS
16
Concourse Financial Group Securities
Alabama
– – – –