NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 64 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $584,089 | +25.2% | 13,877 | +28.2% | 0.02% | +29.4% |
| Q2 2023 | $466,576 | +44.5% | 10,827 | +19.2% | 0.02% | +41.7% |
| Q3 2022 | $323,000 | -53.0% | 9,084 | -51.9% | 0.01% | -50.0% |
| Q2 2022 | $687,000 | -65.3% | 18,900 | -59.3% | 0.02% | -59.3% |
| Q1 2022 | $1,978,000 | -4.0% | 46,476 | +1.2% | 0.06% | +3.5% |
| Q4 2021 | $2,060,000 | +26.7% | 45,917 | +14.9% | 0.06% | +16.3% |
| Q3 2021 | $1,626,000 | +12.5% | 39,956 | +13.9% | 0.05% | +14.0% |
| Q2 2021 | $1,445,000 | +11.4% | 35,075 | +3.5% | 0.04% | +4.9% |
| Q1 2021 | $1,297,000 | +121.0% | 33,896 | +102.3% | 0.04% | +105.0% |
| Q4 2020 | $587,000 | -15.4% | 16,755 | -25.1% | 0.02% | -25.9% |
| Q3 2020 | $694,000 | -65.1% | 22,366 | -67.3% | 0.03% | -71.6% |
| Q3 2019 | $1,989,000 | +54.8% | 68,377 | +53.2% | 0.10% | +43.9% |
| Q2 2019 | $1,285,000 | +4.4% | 44,626 | +0.4% | 0.07% | -5.7% |
| Q1 2019 | $1,231,000 | +281.1% | 44,438 | +300.6% | 0.07% | +268.4% |
| Q3 2018 | $323,000 | – | 11,094 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,616,103 | $749,565,000 | 26.34% |
| McAlister, Sweet & Associates, Inc. | 75,328 | $3,205,000 | 3.41% |
| SimpliFi, Inc. | 61,349 | $2,610,000 | 1.19% |
| WealthPlan Investment Management, LLC | 264,561 | $10,312,000 | 0.72% |
| WealthPLAN Partners, LLC | 264,561 | $10,312,000 | 0.72% |
| Main Management LLC | 125,550 | $5,342,000 | 0.55% |
| Independent Wealth Network Inc. | 18,135 | $772,000 | 0.49% |
| Mutual Advisors, LLC | 201,872 | $8,590,000 | 0.48% |
| Peterson Financial Group, Inc. | 10,520 | $448,000 | 0.33% |
| Belpointe Asset Management LLC | 83,336 | $3,546,000 | 0.22% |