NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 62 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,558,810 | -9.6% | 59,158 | -4.7% | 0.00% | 0.0% |
| Q2 2023 | $1,725,206 | +7.8% | 62,067 | +7.4% | 0.00% | 0.0% |
| Q1 2023 | $1,600,730 | +131.8% | 57,809 | +118.3% | 0.00% | 0.0% |
| Q4 2022 | $690,463 | +80.7% | 26,485 | +53.5% | 0.00% | – |
| Q3 2022 | $382,000 | -10.5% | 17,252 | +0.4% | 0.00% | – |
| Q2 2022 | $427,000 | -32.1% | 17,175 | -19.2% | 0.00% | -100.0% |
| Q1 2022 | $629,000 | -19.8% | 21,257 | -15.4% | 0.00% | 0.0% |
| Q4 2021 | $784,000 | +35.2% | 25,117 | +47.8% | 0.00% | 0.0% |
| Q3 2021 | $580,000 | +86.5% | 16,997 | +91.2% | 0.00% | – |
| Q2 2021 | $311,000 | +54.7% | 8,889 | +44.4% | 0.00% | – |
| Q1 2021 | $201,000 | – | 6,155 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,722,730 | $45,393,940 | 8.02% |
| Faithward Advisors, LLC | 676,383 | $17,883,556 | 4.36% |
| PAX Financial Group, LLC | 524,046 | $13,808,624 | 3.15% |
| Legacy Wealth Asset Management, LLC | 123,615 | $3,257,255 | 1.20% |
| Frontier Asset Management, LLC | 97,373 | $2,565,768 | 1.16% |
| Inspire Investing, LLC | 337,929 | $8,904,427 | 1.14% |
| Range Financial Group LLC | 51,023 | $1,344,456 | 0.89% |
| CreativeOne Wealth, LLC | 438,058 | $11,542 | 0.83% |
| LifeGuide Financial Advisors, LLC | 21,008 | $553,561 | 0.32% |
| EverSource Wealth Advisors, LLC | 113,978 | $3,003,324 | 0.32% |