LRWM
NOVZ icon

Lord & Richards Wealth Management’s TrueShares Structured Outcome November ETF NOVZ Stock Holding History

Lord & Richards Wealth Management’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
Q2 		– Sell
-410
Closed -$15.9K – 127
2025
Q1 		$15.9K Buy
+410
New +$16.5K 0.02% 107

Other funds holding NOVZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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 $364M AUM 17.23% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Lord & Richards Wealth Management's NOVZ Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of TrueShares Structured Outcome November ETF (NOVZ) in Q2 2025, closing a stake of 410 shares — an estimated $15.9K sold.

Lord & Richards Wealth Management first reported a position in NOVZ in Q1 2025 and held it in 1 quarter. The position peaked at $15.9K in Q1 2025. 26 funds tracked by Wall St. Rank hold NOVZ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining TrueShares Structured Outcome November ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 410 TrueShares Structured Outcome November ETF shares in Q2 2025, an estimated $15.9K.
  • Lord & Richards Wealth Management first reported a position in TrueShares Structured Outcome November ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's TrueShares Structured Outcome November ETF position peaked at $15.9K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held TrueShares Structured Outcome November ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.