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SkyView Investment Advisors’s TrueShares Structured Outcome November ETF NOVZ Stock Holding History

SkyView Investment Advisors’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
2023
Q3 		– Sell
-45,464
Closed -$1.53M – 708
2023
Q2 		$1.53M Buy
45,464
+3,334
+8% +$107K 0.38% 76
2023
Q1 		$1.33M Buy
42,130
+878
+2% +$27.2K 0.31% 77
2022
Q4 		$1.24M Buy
+41,252
New +$1.24M 0.38% 79

Other funds holding NOVZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 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 $302M AUM 16.88% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

SkyView Investment Advisors's NOVZ Position: Q3 2023 in Review

SkyView Investment Advisors sold out of TrueShares Structured Outcome November ETF (NOVZ) in Q3 2023, closing a stake of 45,464 shares — an estimated $1.53M sold.

SkyView Investment Advisors first reported a position in NOVZ in Q4 2022 and held it in 3 quarters. The position peaked at $1.53M in Q2 2023. 12 funds tracked by Wall St. Rank hold NOVZ as of Q3 2023.

  • SkyView Investment Advisors reported no remaining TrueShares Structured Outcome November ETF position as of Q3 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 45,464 TrueShares Structured Outcome November ETF shares in Q3 2023, an estimated $1.53M.
  • SkyView Investment Advisors first reported a position in TrueShares Structured Outcome November ETF in Q4 2022 and held it in 3 quarters.
  • SkyView Investment Advisors's TrueShares Structured Outcome November ETF position peaked at $1.53M in Q2 2023.
  • 12 funds tracked by Wall St. Rank held TrueShares Structured Outcome November ETF as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.