Atria Wealth Solutions
NOVZ icon

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

AE Wealth Management
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Valtinson Bruner Financial Planning
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Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 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.