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Coppell Advisory Solutions’s TrueShares Structured Outcome November ETF NOVZ Stock Holding History

Coppell Advisory 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
2025
Q1 		– Sell
-126
Closed -$5.09K – 1330
2024
Q4 		$5.09K Sell
126
-1
-0.8% -$41 ﹤0.01% 1320
2024
Q3 		$5.17K Hold
127
– – ﹤0.01% 1247
2024
Q2 		$4.95K Buy
+127
New +$4.78K ﹤0.01% 1200

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
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Coppell Advisory Solutions's NOVZ Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of TrueShares Structured Outcome November ETF (NOVZ) in Q1 2025, closing a stake of 126 shares — an estimated $5.09K sold.

Coppell Advisory Solutions first reported a position in NOVZ in Q2 2024 and held it in 3 quarters. The position peaked at $5.17K in Q3 2024. 27 funds tracked by Wall St. Rank hold NOVZ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining TrueShares Structured Outcome November ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 126 TrueShares Structured Outcome November ETF shares in Q1 2025, an estimated $5.09K.
  • Coppell Advisory Solutions first reported a position in TrueShares Structured Outcome November ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's TrueShares Structured Outcome November ETF position peaked at $5.17K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held TrueShares Structured Outcome November ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.