NOVZ ETF

NOVZ ETF
$48.02
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Fund Essentials - as of Jun 30, 2026

Net Assets
$38M
Expense Ratio
0.79%
Dividend Yield (Current)
3.35%
Holdings
17
Inception Date
Oct 30, 2020
Fund Family
TrueShares
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+6.79%
1 Year+14.01%
3 Year+13.99%
5 Year+10.46%

Asset Allocation

Bonds: 93.97%
Other: 6.03%
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Top Holdings

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TickerNameWeight
-Sold IDR Bought USD 2026061094.02%
-Spy 10/30/26 C682.09 EURo Cash Flex3.56%
-Spy 10/30/26 C717.00 EURo Cash Flex0.75%
-Hudson Yards Mortgage Trust, Series 2025-Sprl, Class A, 0% 1/13/20400.72%
-South Carolina Public Service Authority 5.75 12/01/20470.50%
Top 10 Concentration: 100.41%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.35%
Frequency
Annually
Latest Distribution
$1.18
Dec 27, 2024

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

NOVZ ETF Overview

NOVZ ETF (TrueShares Structured Outcome November ETF) is managed by TrueShares with $37.7M in net assets. NOVZ expense ratio is 0.79%, holding 17 positions across sectors including Financials. Inception date: 2020-10-30.

NOVZ performance shows a YTD return of 6.79%. The 1-year return is 14.01% and the 5-year return is 10.46%. NOVZ dividend yield stands at 3.35%, paid annually.

NOVZ top holdings include Sold IDR Bought USD 20260610 (94.0%), Spy 10/30/26 C682.09 EURo Cash Flex (3.6%), Spy 10/30/26 C717.00 EURo Cash Flex (0.8%), Hudson Yards Mortgage Trust, Series 2025-Sprl, Class A, 0% 1/13/2040 (0.7%), South Carolina Public Service Authority 5.75 12/01/2047 (0.5%). Go to all NOVZ holdings, NOVZ sectors, or NOVZ dividends.

NOVZ can be compared against other funds. Use NOVZ overlap to find shared positions, or NOVZ vs another fund for a side-by-side view. NOVZ alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-0.17%
YTD
+6.79%
1 Year
+14.01%
3 Year
+13.99%

Top 10 Holdings (100.4% of portfolio)

#TickerNameSectorWeight
1-Sold IDR Bought USD 20260610Other94.02%
2-Spy 10/30/26 C682.09 EURo Cash FlexOther3.56%
3-Spy 10/30/26 C717.00 EURo Cash FlexOther0.75%
4-Hudson Yards Mortgage Trust, Series 2025-Sprl, Class A, 0% 1/13/2040Other0.72%
5-South Carolina Public Service Authority 5.75 12/01/2047Other0.50%
6-Spy 10/30/26 C756.00 EURo Cash FlexOther0.20%
7-Spy 10/30/26 C697.01 EURo Cash FlexOther0.19%
8-Scrt 2019-4 M 04.5000 02/25/2059Other0.19%
9-Romania (Republic Of) Mtn 144A 6.5 Oct 07, 2045Other0.15%
10-Spy 10/30/26 C739.00 EURo Cash FlexOther0.13%