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JULZ ELEVATION SERIES TRUST

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TRUESHARES STRCT (fund)

16 managers (16 13F filers) reported a position in JULZ shares at 2026-03-31, 354,126 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
16
13F filers
16
New
1
Added
6
Reduced
4
Sold out
4
Shares held by filers
354,126

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC201,917$8.11M1.58%+5,48213F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC57,216$2.3M0.63%-49213F-HRTimeline
OLD MISSION CAPITAL LLC33,810$1.36M0.03%+22,03613F-HRTimeline
Mid-American Wealth Advisory Group, Inc.16,925$713K0.3%013F-HRTimeline
Weaver Consulting Group14,441$580K0.14%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,889$437K<0.01%+4,45113F-HRTimelineGroup
Capital Investment Advisory Services, L…6,838$275K0.02%-3513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,497$216K<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,616$105K<0.01%+1613F-HRTimelineGroup
Arax Advisory Partners1,600$64.2K<0.01%013F-HRTimeline
AE Wealth Management LLC856$34.3K<0.01%-13113F-HRTimeline
HARBOUR INVESTMENTS, INC.491$19.7K<0.01%+30013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC401$16.1K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG387$15.5K<0.01%+33013F-HRTimelineGroup
Elevated Capital Advisors, LLC232$9.31K<0.01%-12,61113F-HRTimeline
DHJJ Financial Advisors, Ltd.10$402<0.01%013F-HRTimeline