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Atria Wealth Solutions’s TrueShares Structured Outcome November ETF NOVZ Stock Holding History

Atria Wealth Solutions’s Portfolio NOVZ Stock Details NOVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,204
Closed -$212K – 2054
2024
Q3 		$212K Hold
5,204
– – ﹤0.01% 1749
2024
Q2 		$203K Buy
+5,204
New +$196K ﹤0.01% 1770

Other funds holding NOVZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Atria Wealth Solutions's NOVZ Position: Q4 2024 in Review

Atria Wealth Solutions sold out of TrueShares Structured Outcome November ETF (NOVZ) in Q4 2024, closing a stake of 5,204 shares — an estimated $212K sold.

Atria Wealth Solutions first reported a position in NOVZ in Q2 2024 and held it in 2 quarters. The position peaked at $212K in Q3 2024. 25 funds tracked by Wall St. Rank hold NOVZ as of Q4 2024.

  • Atria Wealth Solutions reported no remaining TrueShares Structured Outcome November ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,204 TrueShares Structured Outcome November ETF shares in Q4 2024, an estimated $212K.
  • Atria Wealth Solutions first reported a position in TrueShares Structured Outcome November ETF in Q2 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's TrueShares Structured Outcome November ETF position peaked at $212K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held TrueShares Structured Outcome November ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.