JULZ icon

TrueShares Structured Outcome July ETF
JULZ

Overview Fund Activity

35 hedge funds and large institutions have $25.6M invested in TrueShares Structured Outcome July ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
8
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$2.43M
2
BOSSRA
2
B.O.S.S. Retirement Advisors
Utah
$858K
3
VT
3
Vise Technologies
New York
$599K
4
AWM
4
AE Wealth Management
Kansas
$8.56M
5
FWM
5
FSR Wealth Management
Illinois
$311K

Top Sellers

1
SWP
1
Summit Wealth Partners
Florida
$0
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$4.24M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$312K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$8.56M 205,612 +10,467 +5%
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$4.24M 101,811 -11,138 -10%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$2.47M 59,463 -640 -1%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.43M 58,302 +33,062 +131%
LAS
5
Lloyd Advisory Services
Georgia
$1.62M 38,973 -852 -2%
BOSSRA
6
B.O.S.S. Retirement Advisors
Utah
$858K 20,609 +20,609 New
VT
7
Vise Technologies
New York
$599K 14,389 +14,389 New
ECA
8
Elevated Capital Advisors
Utah
$592K 14,236 +2,965 +26%
WCG
9
Weaver Consulting Group
California
$590K 14,183 +70 +0.5%
I2I
10
Insight 2811 Inc
Illinois
$445K 10,701 -17 -0.2%
HBS
11
Howard Bailey Securities
Indiana
$408K 9,796 -1,181 -11%
GLR
12
Great Lakes Retirement
Ohio
$324K 7,793 -484 -6%
CIAS
13
Capital Investment Advisory Services
North Carolina
$315K 7,580 +203 +3%
Wolverine Trading
14
Wolverine Trading
Illinois
$312K 7,453 -10,537 -59%
FWM
15
FSR Wealth Management
Illinois
$311K 7,462 +7,462 New
SW
16
SMART Wealth
Nebraska
$287K 6,905 +822 +14%
AWA
17
Authentikos Wealth Advisory
California
$253K 6,075 -20 -0.3%
CW
18
CreativeOne Wealth
Kansas
$237K 5,697 +781 +16%
LPL Financial
19
LPL Financial
California
$211K 5,065 +5,065 New
CP
20
Castleview Partners
Texas
$166K 4,000 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$152K 3,650 -7,200 -66%
BlackRock
22
BlackRock
New York
$105K 2,512 +2,512 New
Q1WB
23
Quest 10 Wealth Builders
Virginia
$62.7K 1,507 +1,507 New
HI
24
Harbour Investments
Wisconsin
$42.2K 1,014 – –
T
25
Transce3nd
Texas
$16.5K 397 +397 New
1
2