JULZ Institutional Ownership
Trueshares Structured Outcome (July) ETF
1W: -0.2%
1M: +0.6%
3M: +1.7%
YTD: +10.0%
1Y: -0.1%
3Y: +43.5%
5Y: +48.4%
$46.36
+0.34 (+0.74%)
Weekly Expected Move ±1.2%
$45
$46
$46
$47
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JULZ
21
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
27M
Total Invested
5
New Positions
3
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 18,168 | $842K |
| COMPASS FINANCIAL MANAGEMENT LLC | 51 | $2K |
| IFG Advisory, LLC | 26 | $1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 21 | $1K |
| Lloyd Advisory Services, LLC. | 3 | $0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,889 | $505K |
| INSIGHT 2811, INC. | 6,830 | $317K |
| IFP Advisors, Inc | 6,322 | $293K |
| JPMORGAN CHASE & CO | 5,497 | $255K |
| UBS Group AG | 387 | $18K |
| ASSETMARK, INC | 8 | $0K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TrueMark Investments, LLC | +260,239 | +128.9% | 462,156 |
| Mid-American Wealth Advisory Group, | +6,266 | +37.0% | 23,191 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +100 | +24.9% | 501 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | -25,699 | -76.0% | 8,111 |
| Valtinson Bruner Financial Planning | -456 | -0.8% | 56,760 |
| OSAIC HOLDINGS, INC. | -216 | -8.3% | 2,400 |
| Capital Investment Advisory Service | -190 | -2.8% | 6,648 |
| AE Wealth Management LLC | -127 | -14.8% | 729 |
| HARBOUR INVESTMENTS, INC. | -100 | -20.4% | 391 |
| DHJJ Financial Advisors, Ltd. | -5 | -50.0% | 5 |