Novus Advisors’s Preferred-Plus ETF IPPP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-20,506
Closed -$200K 54
2025
Q2
$200K Sell
20,506
-194,494
-90% -$1.87M 0.31% 76
2025
Q1
$2.09M Sell
215,000
-4,449
-2% -$45K 2.11% 14
2024
Q4
$2.19M Buy
+219,449
New +$2.27M 2.18% 15

Novus Advisors's IPPP Position: Q3 2025 in Review

Novus Advisors sold out of Preferred-Plus ETF (IPPP) in Q3 2025, closing a stake of 20,506 shares — an estimated $200K sold.

Novus Advisors first reported a position in IPPP in Q4 2024 and held it in 3 quarters. The position peaked at $2.19M in Q4 2024. 0 funds tracked by Wall St. Rank hold IPPP as of Q3 2025.

  • Novus Advisors reported no remaining Preferred-Plus ETF position as of Q3 2025 after selling out during the quarter.
  • Novus Advisors sold 20,506 Preferred-Plus ETF shares in Q3 2025, an estimated $200K.
  • Novus Advisors first reported a position in Preferred-Plus ETF in Q4 2024 and held it in 3 quarters.
  • Novus Advisors's Preferred-Plus ETF position peaked at $2.19M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Preferred-Plus ETF as of Q3 2025.

Based on Novus Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.