Authentikos Wealth Advisory
NOVZ icon

Authentikos Wealth Advisory’s TrueShares Structured Outcome November ETF NOVZ Stock Holding History

Authentikos Wealth Advisory’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
2025
Q1 		– Sell
-6,277
Closed -$252K – 92
2024
Q4 		$252K Sell
6,277
-112
-2% -$4.65K 0.25% 71
2024
Q3 		$261K Buy
+6,389
New +$252K 0.25% 64
2023
Q4 		– Sell
-6,557
Closed -$214K – 396
2023
Q3 		$214K Buy
+6,557
New +$221K 0.21% 66

Other funds holding NOVZ

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return
TrueMark Investments
TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return
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
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 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

Authentikos Wealth Advisory's NOVZ Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of TrueShares Structured Outcome November ETF (NOVZ) in Q1 2025, closing a stake of 6,277 shares — an estimated $252K sold.

Authentikos Wealth Advisory first reported a position in NOVZ in Q3 2023 and held it in 3 quarters. The position peaked at $261K in Q3 2024. 27 funds tracked by Wall St. Rank hold NOVZ as of Q1 2025.

  • Authentikos Wealth Advisory reported no remaining TrueShares Structured Outcome November ETF position as of Q1 2025 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 6,277 TrueShares Structured Outcome November ETF shares in Q1 2025, an estimated $252K.
  • Authentikos Wealth Advisory first reported a position in TrueShares Structured Outcome November ETF in Q3 2023 and held it in 3 quarters.
  • Authentikos Wealth Advisory's TrueShares Structured Outcome November ETF position peaked at $261K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held TrueShares Structured Outcome November ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.