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Trueshares Struc Outcome NOV (NOVZ)

CUSIP: 210322772 | NYSE | 21 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Valtinson Bruner Financial Planning LLC67,804
0.8% of portfolio›$3.2M
Wedbush Securities Inc33,762
0.0% of portfolio›$1.6K
Blue Bell Private Wealth Management, LLC3,159
0.0% of portfolio›$150.4K
Elevated Capital Advisors, LLC240
0.0% of portfolio›$11.4K
Dhjj Financial Advisors, Ltd.12
0.0% of portfolio›$572
Compass Financial Management LLC11
0.0% of portfolio›$524
Lloyd Advisory Services, Llc.8
0.0% of portfolio›$387
Assetmark, Inc8
0.0% of portfolio›$381
StyleTurnoverLocationFiled
Valtinson Bruner Financial Planning LLC
67,804$3.2M0.8%ETFLowNew Brighton, MN2026-11-02
Wedbush Securities Inc
33,762$1.6K0.0%CoreLowPasadena, CA2026-10-22
Blue Bell Private Wealth Management, LLC
3,159$150.4K0.0%YieldVery LowBlue Bell, PA2026-10-29
Elevated Capital Advisors, LLC
240$11.4K0.0%ETFMediumSandy, UT2026-11-04
Dhjj Financial Advisors, Ltd.
12$5720.0%ETFVery LowNaperville, IL2026-10-23
Compass Financial Management LLC
11$5240.0%CoreN/ATampa, FL2026-10-30
Lloyd Advisory Services, Llc.
8$3870.0%ETFVery HighSuwanee, GA2026-11-02
Assetmark, Inc
8$3810.0%ETFLowConcord, CA2026-10-21