LPL Financial
NOVZ icon

LPL Financial’s TrueShares Structured Outcome November ETF NOVZ Stock Holding History

LPL Financial’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
2026
Q3 		$227K Buy
4,772
+140
+3% +$6.65K ﹤0.01% 5741
2026
Q2 		$218K Buy
+4,632
New +$213K ﹤0.01% 5701

Other funds holding NOVZ

TrueMark Investments
TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

LPL Financial's NOVZ Position: Q3 2026 in Review

LPL Financial increased its TrueShares Structured Outcome November ETF (NOVZ) stake by 3% in Q3 2026, buying an estimated $6.65K and bringing the position to 4,772 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #5741.

LPL Financial first reported a position in NOVZ in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold NOVZ as of Q3 2026.

  • LPL Financial held 4,772 shares of TrueShares Structured Outcome November ETF worth $227K as of Q3 2026.
  • LPL Financial bought 140 TrueShares Structured Outcome November ETF shares in Q3 2026, an estimated $6.65K.
  • TrueShares Structured Outcome November ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5741 holding.
  • LPL Financial first reported a position in TrueShares Structured Outcome November ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held TrueShares Structured Outcome November ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.