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TrueShares Structured Outcome July ETF
JULZ
JULZ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VBFP
1
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $2.18M | -$34.1K | -1,020 | -2% |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $2.17M | – | – | – |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.62M | -$51K | -1,525 | -3% |
|
|
CP
4
Castleview Partners
Dallas,
Texas
| $713K | +$706K | +21,108 | New |
|
|
SB
5
Strategic Blueprint
Atlanta,
Georgia
| $671K | +$64K | +1,912 | +11% |
|
|
SWP
6
Summit Wealth Partners
Orlando,
Florida
| $613K | – | – | – |
|
7
Wolverine Trading
Chicago,
Illinois
| $396K | +$99.3K | +2,968 | +34% |
|
|
AWS
8
Atria Wealth Solutions
New York
| $375K | +$372K | +11,107 | New |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| $371K | +$367K | +10,976 | New |
|
|
BA
10
Ballast Advisors
Woodbury,
Minnesota
| $150K | – | – | – |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $125K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $38K | +$2.34K | +70 | +7% |
|
|
IA
13
IFP Advisors
Tampa,
Florida
| $26K | +$33.5K | +1,000 | New |
|