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This page summarizes the JULZ holdings changes quarter over quarter among those 13F filers that have reported for
the 6/30/2022 period, comparing share count change from 3/31/2022 to 6/30/2022.
Share count is compared over these two periods to provide an indication of whether JULZ is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 3/31/2022
Share Count | 6/30/2022
Share Count | Change | % Change |
|---|
| 13F Filers Increasing JULZ Share Count |
|---|
| Castleview Partners LLC |
21,108 |
665,724 |
+644,616 |
+3053.89% |
| OLD Mission Capital LLC |
10,976 |
42,769 |
+31,793 |
+289.66% |
| UBS Group AG |
1,117 |
1,624 |
+507 |
+45.39% |
| Wolverine Trading LLC |
11,612 |
15,785 |
+4,173 |
+35.94% |
| Weaver Consulting Group |
64,059 |
66,859 |
+2,800 |
+4.37% |
| 13F Filers Reporting New Positions In JULZ |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Harbour Investments Inc. |
0 |
400 |
+400 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Advisor Group Holdings Inc. |
3,700 |
3,700 |
UNCH |
0.00% |
| Ballast Advisors LLC |
4,432 |
4,432 |
UNCH |
0.00% |
| 13F Filers Decreasing JULZ Share Count |
|---|
| Atria Wealth Solutions Inc. |
11,107 |
6,607 |
-4,500 |
-40.51% |
| Commonwealth Equity Services LLC |
47,826 |
45,690 |
-2,136 |
-4.47% |
| Valtinson Bruner Financial Planning LLC |
66,014 |
65,956 |
-58 |
-0.09% |
| 13F Filers Exiting JULZ |
|---|
| Strategic Blueprint LLC |
19,857 |
0 |
-19,857 |
-100.00% |
See Summary: Institutional Holders of JULZ
See Details: Top 10 Hedge Funds Holding JULZ
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