NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 41 filers reported holding NORTHERN LTS FD TR IV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $667,289 | -12.0% | 20,951 | -7.6% | 0.00% | 0.0% |
| Q2 2023 | $758,408 | +12.8% | 22,684 | +10.6% | 0.00% | 0.0% |
| Q1 2023 | $672,121 | +0.8% | 20,504 | -3.9% | 0.00% | 0.0% |
| Q4 2022 | $666,719 | +18.8% | 21,335 | +5.3% | 0.00% | 0.0% |
| Q3 2022 | $561,000 | +0.9% | 20,262 | +9.6% | 0.00% | 0.0% |
| Q2 2022 | $556,000 | +1.8% | 18,483 | +21.6% | 0.00% | 0.0% |
| Q1 2022 | $546,000 | +53.4% | 15,197 | +62.0% | 0.00% | 0.0% |
| Q4 2021 | $356,000 | +42.4% | 9,380 | +43.1% | 0.00% | 0.0% |
| Q3 2021 | $250,000 | – | 6,557 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 886,643 | $31,879,000 | 8.95% |
| OneAscent Financial Services LLC | 93,128 | $3,356,000 | 2.40% |
| Paradiem, LLC | 190,597 | $6,771,000 | 2.22% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 338,156 | $12,158,000 | 1.85% |
| Inspire Investing, LLC | 440,638 | $15,843,000 | 1.83% |
| Legacy Wealth Asset Management, LLC | 119,163 | $4,285,000 | 1.52% |
| PAX Financial Group, LLC | 131,403 | $4,725,000 | 1.10% |
| Keel Point, LLC | 169,897 | $6,109,000 | 0.92% |
| Frontier Asset Management, LLC | 34,917 | $1,255,000 | 0.88% |
| Harvest Investment Services, LLC | 20,629 | $741,000 | 0.44% |