TrueShares Structured Outcome (July) ETF (JULZ)

ETF ยท Cboe BZX

TrueShares Structured Outcome (July) ETF (JULZ) is an exchange-traded fund listed on Cboe BZX, where it has traded since June 30, 2020.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
June 30, 2020

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 18 institutions reported holding JULZ, with 595,434 shares worth $27.0 million in aggregate. The largest reported holder was Truemark Investments, with 462,156 shares worth $21.0 million. Of the 5 largest holders listed below, 1 opened a new position in JULZ, 2 added shares, 1 reduced its position and 1 held its position unchanged during the quarter.

InstitutionSharesValueQuarter change
Truemark Investments462,156$21MAdded 128.88%
Valtinson Bruner Financial Planning56,760$3MReduced 0.8%
Mid-American Wealth Advisory Group23,191$1MAdded 37.02%
Action Point Financial Planning18,168$824KNew position
Weaver Consulting Group14,441$655KUnchanged

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is JULZ?

TrueShares Structured Outcome (July) ETF (JULZ) is an exchange-traded fund listed on Cboe BZX, where it has traded since June 30, 2020.

Who are the largest institutional holders of JULZ?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of JULZ were Truemark Investments, Valtinson Bruner Financial Planning and Mid-American Wealth Advisory Group.

How many institutions own JULZ?

18 institutions reported a position in JULZ for the quarter ended June 30, 2026, worth $27.0 million in total.

Did institutions buy or sell JULZ last quarter?

Of the 5 largest reported holders, 1 opened a new position in JULZ, 2 added shares, 1 reduced its position and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for JULZ.

Every reported institutional holder, plus insider and congressional trades in JULZ, on SentiSense.