Skip to content

JULZ ELEVATION SERIES TRUST

Follow

TRUESHARES STRCT (fund)

18 managers (18 13F filers) reported a position in JULZ shares at 2026-06-30, 595,434 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
18
13F filers
18
New
4
Added
3
Reduced
7
Sold out
3
Shares held by filers
595,434

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TrueMark Investments, LLCin group TrueMark Investments, LLC462,156$21M2.63%+260,23913F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC56,760$2.57M0.65%-45613F-HRTimeline
Mid-American Wealth Advisory Group, Inc.23,191$1.05M0.38%+6,26613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS18,168$824K0.08%new13F-HRTimeline
Weaver Consulting Group14,441$655K0.13%013F-HRTimeline
OLD MISSION CAPITAL LLC8,111$368K0.01%-25,69913F-HRTimeline
Capital Investment Advisory Services, L…6,648$302K0.02%-19013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,400$109K<0.01%-21613F-HRTimelineGroup
Arax Advisory Partners1,600$72.6K<0.01%013F-HRTimeline
AE Wealth Management LLC729$33K<0.01%-12713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC501$22.7K<0.01%+10013F-HRTimeline
HARBOUR INVESTMENTS, INC.391$17.7K<0.01%-10013F-HRTimeline
Elevated Capital Advisors, LLC232$10.5K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC51$2.37K<0.01%13F-HRTimeline
IFG Advisory, LLC26$1.18K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21$952<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$227<0.01%-513F-HRTimeline
Lloyd Advisory Services, LLC.3$125<0.01%new13F-HRTimeline