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TrueShares Structured Outcome July ETF
JULZ

Overview Fund Activity

36 hedge funds and large institutions have $25M invested in TrueShares Structured Outcome July ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
TrueMark Investments
Illinois
$992K
2
OMC
2
Old Mission Capital
Illinois
$861K
3
IA
3
IFP Advisors
Florida
$366K
4
Wolverine Trading
4
Wolverine Trading
Illinois
$663K
5
Citadel Advisors
5
Citadel Advisors
Florida
$297K

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$812K
2
AWA
2
Authentikos Wealth Advisory
California
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
CP
4
Castleview Partners
Texas
$0
5
AWM
5
AE Wealth Management
Kansas
$8.13M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$8.13M 202,587 -3,025 -1%
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$4.34M 108,092 +6,281 +6%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$2.37M 59,177 -286 -0.5%
LAS
4
Lloyd Advisory Services
Georgia
$1.52M 37,812 -1,161 -3%
TI
5
TrueMark Investments
Illinois
$992K 24,737 +24,737 New
OMC
6
Old Mission Capital
Illinois
$861K 21,467 +21,467 New
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$838K 20,884 +275 +1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$812K 20,249 -38,053 -65%
Wolverine Trading
9
Wolverine Trading
Illinois
$663K 16,592 +9,139 +123%
ECA
10
Elevated Capital Advisors
Utah
$592K 14,753 +517 +4%
WCG
11
Weaver Consulting Group
California
$569K 14,183 – –
I2I
12
Insight 2811 Inc
Illinois
$397K 9,904 -797 -7%
HBS
13
Howard Bailey Securities
Indiana
$373K 9,304 -492 -5%
IA
14
IFP Advisors
Florida
$366K 9,122 +9,122 New
SW
15
SMART Wealth
Nebraska
$326K 8,131 +1,226 +18%
GLR
16
Great Lakes Retirement
Ohio
$299K 7,453 -340 -4%
Citadel Advisors
17
Citadel Advisors
Florida
$297K 7,403 +7,403 New
FWM
18
FSR Wealth Management
Illinois
$291K 7,252 -210 -3%
CIAS
19
Capital Investment Advisory Services
North Carolina
$251K 6,259 -1,321 -17%
LI
20
LifeWealth Investments
Florida
$229K 5,716 +5,716 New
LPL Financial
21
LPL Financial
California
$203K 5,065 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$110K 2,750 -900 -25%
Q1WB
23
Quest 10 Wealth Builders
Virginia
$76.1K 1,898 +391 +26%
BlackRock
24
BlackRock
New York
$53.5K 1,333 -1,179 -47%
LRWM
25
Lord & Richards Wealth Management
Colorado
$19.3K 480 +480 New
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