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JULZ ELEVATION SERIES TRUST

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TRUESHARES STRCT (fund)

18 managers (18 13F filers) reported a position in JULZ shares at 2025-09-30, 417,926 shares in all. 18 filers opened a position and 0 filers sold out during the quarter.

Managers
18
13F filers
18
New
18
Added
0
Reduced
0
Sold out
0
Shares held by filers
417,926

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC192,290$8.91M1.55%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…62,156$2.89M<0.01%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC58,038$2.69M0.8%new13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.15,675$727K0.32%new13F-HRTimeline
Weaver Consulting Group14,183$657K0.17%new13F-HRTimeline
Elevated Capital Advisors, LLC13,148$609K0.15%new13F-HRTimeline
OLD MISSION CAPITAL LLC12,633$586K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,000$464K<0.01%new13F-HRTimelineGroup
INSIGHT 2811, INC.7,830$363K0.16%new13F-HRTimeline
Capital Investment Advisory Services, L…6,944$322K0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,553$304K<0.01%new13F-HR/ATimelineGroup
IFP Advisors, Inc6,322$293K0.01%new13F-HR/ATimeline
WOLVERINE TRADING, LLC4,673$216K<0.01%new13F-HRTimeline
LPL Financial LLC4,382$203K<0.01%new13F-HRTimeline
Arax Advisory Partners1,600$74.2K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,298$60.2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.191$8.85K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.10$464<0.01%new13F-HRTimeline