NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 33 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,971 | -15.0% | 10,321 | -10.3% | 0.00% | -25.0% |
| Q2 2023 | $319,972 | -1.5% | 11,512 | -1.8% | 0.00% | 0.0% |
| Q1 2023 | $324,700 | +5.9% | 11,726 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $306,590 | -7.1% | 11,760 | -21.0% | 0.00% | -20.0% |
| Q3 2022 | $330,000 | -13.4% | 14,893 | -2.7% | 0.01% | -16.7% |
| Q2 2022 | $381,000 | -15.9% | 15,314 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $453,000 | +72.2% | 15,303 | +81.4% | 0.01% | +50.0% |
| Q4 2021 | $263,000 | -12.3% | 8,437 | -4.3% | 0.00% | -20.0% |
| Q3 2021 | $300,000 | +4.9% | 8,816 | +7.7% | 0.01% | 0.0% |
| Q2 2021 | $286,000 | -46.6% | 8,186 | -50.0% | 0.01% | -58.3% |
| Q1 2021 | $536,000 | +6.6% | 16,387 | +0.9% | 0.01% | 0.0% |
| Q4 2020 | $503,000 | +29.6% | 16,233 | +6.4% | 0.01% | +100.0% |
| Q3 2020 | $388,000 | +14.8% | 15,251 | +7.4% | 0.01% | -40.0% |
| Q2 2020 | $338,000 | – | 14,194 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 981,282 | $33,487,000 | 10.55% |
| Faithward Advisors, LLC | 453,754 | $15,484,000 | 3.00% |
| Inspire Investing, LLC | 342,952 | $11,703,000 | 1.48% |
| OneAscent Financial Services LLC | 29,821 | $1,025,000 | 1.37% |
| Legacy Wealth Asset Management, LLC | 86,844 | $2,964,000 | 1.36% |
| Sound Financial Strategies Group, LLC | 63,888 | $2,180,000 | 1.10% |
| PAX Financial Group, LLC | 63,265 | $2,159,000 | 0.53% |
| Keel Point, LLC | 43,555 | $1,486,000 | 0.19% |
| Harvest Investment Services, LLC | 10,152 | $346,000 | 0.14% |
| Sowell Financial Services LLC | 27,325 | $939,000 | 0.06% |