NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 47 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,409 | -4.7% | 170 | 0.0% | 0.00% | – |
| Q2 2023 | $5,678 | +2.0% | 170 | 0.0% | 0.00% | – |
| Q1 2023 | $5,567 | +4.9% | 170 | 0.0% | 0.00% | – |
| Q4 2022 | $5,307 | +32.7% | 170 | +0.6% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 169 | +1.2% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 167 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 167 | -19.3% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 207 | +8.4% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 191 | +0.5% | 0.00% | – |
| Q2 2021 | $7,000 | +16.7% | 190 | +0.5% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 189 | +0.5% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 188 | +0.5% | 0.00% | – |
| Q3 2020 | $5,000 | +25.0% | 187 | +0.5% | 0.00% | – |
| Q2 2020 | $4,000 | +33.3% | 186 | +0.5% | 0.00% | – |
| Q1 2020 | $3,000 | – | 185 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 886,643 | $31,879,000 | 8.95% |
| OneAscent Financial Services LLC | 93,128 | $3,356,000 | 2.40% |
| Paradiem, LLC | 190,597 | $6,771,000 | 2.22% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 338,156 | $12,158,000 | 1.85% |
| Inspire Investing, LLC | 440,638 | $15,843,000 | 1.83% |
| Legacy Wealth Asset Management, LLC | 119,163 | $4,285,000 | 1.52% |
| PAX Financial Group, LLC | 131,403 | $4,725,000 | 1.10% |
| Keel Point, LLC | 169,897 | $6,109,000 | 0.92% |
| Frontier Asset Management, LLC | 34,917 | $1,255,000 | 0.88% |
| Harvest Investment Services, LLC | 20,629 | $741,000 | 0.44% |