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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 %
AWM
1
AE Wealth Management
Kansas
$8.25M 195,145 +87,015 +80%
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$4.78M 112,949 +112,949 New
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$2.54M 60,103 -211 -0.3%
LAS
4
Lloyd Advisory Services
Georgia
$1.68M 39,825 +340 +0.9%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$1.07M 25,240 +25,240 New
SWP
6
Summit Wealth Partners
Florida
$792K 18,728 -1,190 -6%
Wolverine Trading
7
Wolverine Trading
Illinois
$759K 17,990 +10,626 +144%
WCG
8
Weaver Consulting Group
California
$597K 14,113 – –
ECA
9
Elevated Capital Advisors
Utah
$477K 11,271 +5,203 +86%
HBS
10
Howard Bailey Securities
Indiana
$464K 10,977 +10,977 New
Osaic Holdings
11
Osaic Holdings
Arizona
$459K 10,850 -2,000 -16%
I2I
12
Insight 2811 Inc
Illinois
$453K 10,718 – –
Goldman Sachs
13
Goldman Sachs
New York
$422K 9,988 +9,988 New
GLR
14
Great Lakes Retirement
Ohio
$350K 8,277 -170 -2%
OMC
15
Old Mission Capital
Illinois
$323K 7,630 +7,630 New
CIAS
16
Capital Investment Advisory Services
North Carolina
$312K 7,377 – –
AWA
17
Authentikos Wealth Advisory
California
$258K 6,095 +6,095 New
SW
18
SMART Wealth
Nebraska
$257K 6,083 +6,083 New
CW
19
CreativeOne Wealth
Kansas
$208K 4,916 +4,916 New
CP
20
Castleview Partners
Texas
$169K 4,000 – –
HI
21
Harbour Investments
Wisconsin
$42.9K 1,014 – –
UBS Group
22
UBS Group
Switzerland
$7.7K 182 +182 New
PA
23
Pineridge Advisors
Missouri
$6.09K 144 -15 -9%
DFA
24
DHJJ Financial Advisors
Illinois
$1.06K 25 -150 -86%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.06K 25 +25 New
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