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

Next Financial Group’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
2021 Q4	$1K	Buy	+21	New	+$685	﹤0.01%	2768

Other funds holding NOVZ

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Next Financial Group's NOVZ Position: Q4 2021 in Review

Next Financial Group opened a new position in TrueShares Structured Outcome November ETF (NOVZ) in Q4 2021: 21 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2768 among its holdings.

11 funds tracked by Wall St. Rank hold NOVZ as of Q4 2021.

Next Financial Group held 21 shares of TrueShares Structured Outcome November ETF worth $1K as of Q4 2021.
TrueShares Structured Outcome November ETF was a new Next Financial Group position in Q4 2021.
TrueShares Structured Outcome November ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2768 holding.
11 funds tracked by Wall St. Rank held TrueShares Structured Outcome November ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.