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Funds Holding JULJ

On this page, we present all of the funds holding JULJ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JULJ, with a link to that fund's top holdings. The next columns indicate the amount of JULJ stock held by each of the funds holding JULJ, followed by the JULJ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 21 funds holding JULJ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bullseye Investment Management LLC. For more details on the positions held by Bullseye Investment Management LLC (or by any of the other funds holding JULJ), click the fund name in the "Holder" column of the funds-holding-JULJ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bullseye Investment Management LLC163,702$4,076 12/31/2023
     JULJ163,702$4,076 12/31/2023
Brookstone Capital Management62,758$1,563 03/31/2024
     JULJ62,758$1,563 03/31/2024
RPg Family Wealth Advisory LLC55,949$1,415 12/31/2023
     JULJ55,949$1,415 12/31/2023
Kestra Advisory Services LLC40,058$997 12/31/2023
     JULJ40,058$997 12/31/2023
Principal Securities Inc.32,980$821 12/31/2023
     JULJ32,980$821 12/31/2023
Pensionmark Financial Group LLC28,400$719 12/31/2023
     JULJ28,400$719 12/31/2023
KFG Wealth Management LLC28,682$714 03/31/2024
     JULJ28,682$714 03/31/2024
Zimmermann Investment Management & Planning LLC27,331$681 03/31/2024
     JULJ27,331$681 03/31/2024
Stratos Wealth Advisors LLC22,705$565 03/31/2024
     JULJ22,705$565 03/31/2024
Atria Wealth Solutions Inc.20,631$514 12/31/2023
     JULJ20,631$514 12/31/2023
Commonwealth Equity Services LLC14,076$351 12/31/2023
     JULJ14,076$351 12/31/2023
OLD Mission Capital LLC13,998$349 12/31/2023
     JULJ13,998$349 12/31/2023
Susquehanna International Group LLP8,844$220 12/31/2023
     JULJ8,844$220 12/31/2023
Cetera Investment Advisers8,740$218 12/31/2023
     JULJ8,740$218 12/31/2023
IFP Advisors Inc5,395$134 12/31/2023
     JULJ5,395$134 12/31/2023
Orion Capital Management LLC925$23 12/31/2023
     JULJ925$23 12/31/2023
Advisor Group Holdings Inc.625$16 12/31/2023
     JULJ625$16 12/31/2023
Harbour Investments Inc.440$11 12/31/2023
     JULJ440$11 12/31/2023
Sunbelt Securities Inc.380$9 03/31/2024
     JULJ380$9 03/31/2024
Huntington National Bank172$4 12/31/2023
     JULJ172$4 12/31/2023
UBS Group AG45$1 12/31/2023
     JULJ45$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     JULJ0$0 12/31/2023

See Summary: Institutional Holders of JULJ
See Details: Top 10 Hedge Funds Holding JULJ

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