Institutional Ownership Listed Fds Tr Trueshares Struc (JULZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JULZ). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 584,302 shares, which have been reported (via 13F filing form) to have a value of $22.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
195,145
shares
|
$7.59 Million
0.08% of portfolio
|
Q3 2024
Added 80.47%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
101,811
shares
|
$3.96 Million
2.49% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
60,103
shares
|
$2.34 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
39,825
shares
|
$1.55 Million
1.4% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
25,240
shares
|
$981,583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
20,609
shares
|
$801,484
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,990
shares
|
$699,631
0.0% of portfolio
|
Q3 2024
Added 144.3%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
14,236
shares
|
$553,638
0.17% of portfolio
|
Q4 2024
Added 26.31%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
14,183
shares
|
$551,576
0.19% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
10,850
shares
|
$421,956
0.0% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
10,718
shares
|
$416,823
0.21% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
9,988
shares
|
$388,433
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
9,796
shares
|
$380,966
0.15% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
7,793
shares
|
$303,069
0.04% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
7,630
shares
|
$296,730
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
7,580
shares
|
$294,786
0.03% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
7,462
shares
|
$290,197
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,905
shares
|
$268,535
0.1% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
6,075
shares
|
$236,256
0.25% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,916
shares
|
$191,183
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$155,560
0.1% of portfolio
|
Q3 2023
Reduced 47.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,014
shares
|
$39,434
0.0% of portfolio
|
Q1 2023
Added 153.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
182
shares
|
$7,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
101
shares
|
$3,927
0.0% of portfolio
|
Q4 2024
Reduced 29.86%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
52
shares
|
$2,022
0.0% of portfolio
|
Q4 2024
New holding
|