NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 29 filers reported holding NORTHERN LTS FD TR IV in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $732,000 | -10.7% | 20,126 | +4.4% | 0.07% | +41.2% |
Q1 2022 | $820,000 | -9.5% | 19,275 | -4.5% | 0.05% | -8.9% |
Q4 2021 | $906,000 | +13.1% | 20,189 | +2.6% | 0.06% | 0.0% |
Q3 2021 | $801,000 | -2.1% | 19,676 | -0.9% | 0.06% | +3.7% |
Q2 2021 | $818,000 | +12.8% | 19,859 | +4.8% | 0.05% | +3.8% |
Q1 2021 | $725,000 | +5.1% | 18,944 | -3.7% | 0.05% | -7.1% |
Q4 2020 | $690,000 | +25.7% | 19,681 | +11.2% | 0.06% | +19.1% |
Q3 2020 | $549,000 | – | 17,692 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Orion Portfolio Solutions, LLC | 18,328,629 | $771,452,002 | 9.32% |
Madrona Financial Services, LLC | 479,564 | $20,184,835 | 9.22% |
McAlister, Sweet & Associates, Inc. | 53,098 | $2,234,895 | 1.90% |
Main Management LLC | 397,483 | $16,730 | 1.70% |
GeoWealth Management, LLC | 338,560 | $14,250 | 1.62% |
WealthPLAN Partners, LLC | 274,497 | $11,553,578 | 1.34% |
LifePro Asset Management | 20,423 | $859,604 | 0.71% |
Lunt Capital Management, Inc. | 26,108 | $1,098,886 | 0.58% |
Independent Wealth Network Inc. | 19,007 | $800,005 | 0.49% |
TOWNSQUARE CAPITAL LLC | 475,800 | $20,026,401 | 0.36% |