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TrueShares Structured Outcome July ETF
JULZ

Overview Fund Activity

21 hedge funds and large institutions have $17.6M invested in TrueShares Structured Outcome July ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-15
Holders Change %
-41.67%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
7
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
TrueMark Investments
Illinois
$2.5M
2
FI
FWG Investments
Kentucky
$234K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$192K
4
Osaic Holdings
Osaic Holdings
Arizona
$152K
5
UBS Group
UBS Group
Switzerland
$35.6K

Top Sellers

1
AWM
AE Wealth Management
Kansas
$3.96M
2
LAS
Lloyd Advisory Services
Georgia
$0
3
OMC
Old Mission Capital
Illinois
$0
4
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$4.55M -$150K -3,458 -3%
AWM
2
AE Wealth Management
Kansas
$3.96M -$4.85M -111,504 -55%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$2.55M -$25.6K -589 -1%
TI
4
TrueMark Investments
Illinois
$2.5M +$1.43M +32,867 +133%
WCG
5
Weaver Consulting Group
California
$617K – – –
ECA
6
Elevated Capital Advisors
Utah
$592K – – –
I2I
7
Insight 2811 Inc
Illinois
$431K – – –
IA
8
IFP Advisors
Florida
$397K – – –
Citadel Advisors
9
Citadel Advisors
Florida
$305K -$16.4K -377 -5%
FWM
10
FSR Wealth Management
Illinois
$283K -$32.5K -747 -10%
CIAS
11
Capital Investment Advisory Services
North Carolina
$272K – – –
SW
12
SMART Wealth
Nebraska
$254K -$99.2K -2,281 -28%
FI
13
FWG Investments
Kentucky
$234K +$234K +5,392 New
LPL Financial
14
LPL Financial
California
$220K – – –
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$192K +$192K +4,426 New
Osaic Holdings
16
Osaic Holdings
Arizona
$152K +$37.5K +900 +33%
UBS Group
17
UBS Group
Switzerland
$35.6K +$24.2K +557 +213%
HI
18
Harbour Investments
Wisconsin
$8.3K – – –
AAS
19
Ameritas Advisory Services
Nebraska
$763 +$763 +18 New
DFA
20
DHJJ Financial Advisors
Illinois
$435 -$653 -15 -60%
Morgan Stanley
21
Morgan Stanley
New York
$49 – – –
LAS
22
Lloyd Advisory Services
Georgia
– -$1.52M -37,812 Closed
OMC
23
Old Mission Capital
Illinois
– -$861K -21,467 Closed
BOSSRA
24
B.O.S.S. Retirement Advisors
Utah
– -$838K -20,884 Closed
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
– -$812K -20,249 Closed
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