NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 32 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 | $265,055 | -10.0% | 10,059 | -5.1% | 0.17% | +1.8% |
| Q2 2023 | $294,495 | +21.2% | 10,595 | +8.4% | 0.17% | -9.7% |
| Q2 2022 | $243,000 | -15.9% | 9,773 | 0.0% | 0.19% | +7.5% |
| Q1 2022 | $289,000 | -9.4% | 9,773 | -4.4% | 0.17% | +29.1% |
| Q4 2021 | $319,000 | -7.8% | 10,226 | +0.7% | 0.13% | -5.0% |
| Q3 2021 | $346,000 | +24.0% | 10,152 | +27.2% | 0.14% | +20.5% |
| Q2 2021 | $279,000 | -13.4% | 7,978 | -19.1% | 0.12% | -19.3% |
| Q1 2021 | $322,000 | -13.4% | 9,860 | -18.1% | 0.14% | -24.1% |
| Q4 2020 | $372,000 | +46.5% | 12,036 | +19.8% | 0.19% | +30.8% |
| Q3 2020 | $254,000 | -26.8% | 10,044 | -31.5% | 0.15% | -29.1% |
| Q2 2020 | $347,000 | – | 14,673 | – | 0.21% | – |
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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% |