AVANTAX ADVISORY SERVICES, INC. - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 90 filers reported holding NORTHERN LTS FD TR IV in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q2 2024$2,569,865
-5.5%
67,664
-3.2%
0.02%
-25.0%
Q1 2024$2,720,278
+48.4%
69,912
+33.1%
0.02%
+33.3%
Q4 2023$1,832,628
+0.9%
52,511
-9.7%
0.02%
-10.0%
Q3 2023$1,817,027
-1.8%
58,126
+3.3%
0.02%
-4.8%
Q2 2023$1,849,894
+25.5%
56,245
+20.0%
0.02%
+16.7%
Q1 2023$1,473,522
+20.2%
46,883
+14.5%
0.02%
+12.5%
Q4 2022$1,226,376
+28.3%
40,961
+18.8%
0.02%
+6.7%
Q3 2022$956,000
+34.5%
34,469
+41.1%
0.02%
+36.4%
Q2 2022$711,000
-23.2%
24,426
-4.6%
0.01%
-15.4%
Q1 2022$926,000
+11.8%
25,612
+21.8%
0.01%
+8.3%
Q4 2021$828,000
+1.5%
21,028
+9.3%
0.01%
-14.3%
Q3 2021$816,000
+50.8%
19,237
+51.2%
0.01%
+40.0%
Q2 2021$541,000
+12.5%
12,725
+3.5%
0.01%0.0%
Q1 2021$481,000
-16.6%
12,291
-22.1%
0.01%
-28.6%
Q4 2020$577,000
+15.9%
15,774
+5.2%
0.01%
+75.0%
Q3 2020$498,000
+12.9%
14,988
+3.7%
0.01%
-38.5%
Q2 2020$441,000–14,460–0.01%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 2023
NameSharesValueWeighting ↓
Bare Financial Services, Inc 437,959$17,110,4189.00%
Inspire Advisors, LLC 945,382$35,905,6174.76%
Strategic Equity Management 98,358$3,735,6372.43%
Revisor Wealth Management LLC 64,215$2,438,8861.69%
AIFG Consultants Ltd. 53,613$2,036,2211.51%
LVZ, Inc. 183,973$6,987,3040.95%
PAX Financial Group, LLC 124,716$4,736,7320.92%
MONEYWISE, INC. 39,240$1,490,3320.79%
TruNorth Capital Management, LLC 61,699$2,343,3280.76%
LifeGuide Financial Advisors, LLC 34,645$1,315,8140.64%
View complete list of NORTHERN LTS FD TR IV shareholders