NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 30 filers reported holding NORTHERN LTS FD TR IV in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,558,862 | +9.3% | 157,194 | +11.5% | 0.00% | +100.0% |
Q2 2023 | $3,255,365 | -2.7% | 140,986 | -1.4% | 0.00% | -50.0% |
Q1 2023 | $3,345,725 | +5.7% | 142,919 | +4.0% | 0.00% | 0.0% |
Q4 2022 | $3,165,795 | +9.5% | 137,404 | +7.6% | 0.00% | 0.0% |
Q3 2022 | $2,890,000 | -7.6% | 127,718 | -4.4% | 0.00% | 0.0% |
Q2 2022 | $3,127,000 | -5.9% | 133,636 | -1.9% | 0.00% | 0.0% |
Q1 2022 | $3,323,000 | +4.6% | 136,261 | +10.4% | 0.00% | 0.0% |
Q4 2021 | $3,176,000 | -18.5% | 123,371 | -17.3% | 0.00% | 0.0% |
Q3 2021 | $3,898,000 | +2.6% | 149,115 | +3.2% | 0.00% | 0.0% |
Q2 2021 | $3,798,000 | +10.2% | 144,515 | +8.5% | 0.00% | 0.0% |
Q1 2021 | $3,447,000 | +10.0% | 133,229 | +13.0% | 0.00% | 0.0% |
Q4 2020 | $3,134,000 | +4.8% | 117,869 | +3.7% | 0.00% | -33.3% |
Q3 2020 | $2,990,000 | -10.8% | 113,693 | -10.8% | 0.00% | 0.0% |
Q2 2020 | $3,352,000 | +93.4% | 127,396 | +79.0% | 0.00% | +50.0% |
Q1 2020 | $1,733,000 | -7.7% | 71,179 | -2.5% | 0.00% | 0.0% |
Q4 2019 | $1,878,000 | +0.2% | 73,029 | +0.0% | 0.00% | 0.0% |
Q3 2019 | $1,875,000 | -14.8% | 73,011 | -15.0% | 0.00% | -33.3% |
Q2 2019 | $2,201,000 | +48.7% | 85,869 | +45.8% | 0.00% | +50.0% |
Q1 2019 | $1,480,000 | +17.4% | 58,903 | +14.0% | 0.00% | 0.0% |
Q4 2018 | $1,261,000 | – | 51,655 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Inspire Investing, LLC | 856,294 | $21,514,000 | 9.99% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 72,778 | $1,829,000 | 1.10% |
Atria Investments, Inc | 567,539 | $14,259,000 | 0.60% |
CreativeOne Wealth, LLC | 75,213 | $1,889,000 | 0.49% |
LVZ, Inc. | 55,764 | $1,401,000 | 0.33% |
M Holdings Securities, Inc. | 49,838 | $1,252,000 | 0.29% |
AlphaStar Capital Management, LLC | 20,872 | $524,000 | 0.15% |
Sowell Financial Services LLC | 32,300 | $812,000 | 0.09% |
Keel Point, LLC | 17,203 | $432,000 | 0.05% |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,351 | $687,000 | 0.01% |