Creative Planning
NOVZ icon

Creative Planning’s TrueShares Structured Outcome November ETF NOVZ Stock Holding History

Creative Planning’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
Q1 		– Sell
-6,000
Closed -$208K – 2980
2023
Q4 		$208K Buy
+6,000
New +$202K ﹤0.01% 2396

Other funds holding NOVZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's NOVZ Position: Q1 2024 in Review

Creative Planning sold out of TrueShares Structured Outcome November ETF (NOVZ) in Q1 2024, closing a stake of 6,000 shares — an estimated $208K sold.

Creative Planning first reported a position in NOVZ in Q4 2023 and held it in 1 quarter. The position peaked at $208K in Q4 2023. 12 funds tracked by Wall St. Rank hold NOVZ as of Q1 2024.

  • Creative Planning reported no remaining TrueShares Structured Outcome November ETF position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 6,000 TrueShares Structured Outcome November ETF shares in Q1 2024, an estimated $208K.
  • Creative Planning first reported a position in TrueShares Structured Outcome November ETF in Q4 2023 and held it in 1 quarter.
  • Creative Planning's TrueShares Structured Outcome November ETF position peaked at $208K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held TrueShares Structured Outcome November ETF as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.