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TrueShares Structured Outcome July ETF
JULZ

Overview Fund Activity

15 hedge funds and large institutions have $9.96M invested in TrueShares Structured Outcome July ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
1
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$4.03M
2
GLR
2
Great Lakes Retirement
Ohio
$360K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$209K
4
PA
4
Pineridge Advisors
Missouri
$6.74K
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$289K

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$0
2
Wolverine Trading
2
Wolverine Trading
Illinois
$0
3
SWP
3
Summit Wealth Partners
Florida
$784K
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$2.38M
5
Morgan Stanley
5
Morgan Stanley
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$4.03M 102,682 +102,682 New
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$2.38M 60,815 -368 -0.6%
SWP
3
Summit Wealth Partners
Florida
$784K 19,993 -765 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$727K 18,550 – –
WCG
5
Weaver Consulting Group
California
$553K 14,113 – –
I2I
6
Insight 2811 Inc
Illinois
$421K 10,728 – –
GLR
7
Great Lakes Retirement
Ohio
$360K 9,190 +9,190 New
CIAS
8
Capital Investment Advisory Services
North Carolina
$289K 7,377 +112 +2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$209K 5,324 +5,324 New
CP
10
Castleview Partners
Texas
$157K 4,000 – –
HI
11
Harbour Investments
Wisconsin
$39.8K 1,014 – –
DFA
12
DHJJ Financial Advisors
Illinois
$6.86K 175 – –
PA
13
Pineridge Advisors
Missouri
$6.74K 172 +172 New
RWPA
14
Richard W. Paul & Associates
Michigan
$706 18 +18 New
UBS Group
15
UBS Group
Switzerland
$78 2 +2 New
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
– – -67,526 Closed
Wolverine Trading
17
Wolverine Trading
Illinois
– – -20,606 Closed
Morgan Stanley
18
Morgan Stanley
New York
– – -2 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –