NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 44 filers reported holding NORTHERN LTS FD TR IV in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $716,242 | -61.8% | 16,622 | -68.5% | 0.00% | -100.0% |
| Q3 2022 | $1,875,000 | +35.9% | 52,751 | +39.0% | 0.00% | 0.0% |
| Q2 2022 | $1,380,000 | -35.9% | 37,942 | -28.3% | 0.00% | 0.0% |
| Q3 2021 | $2,153,000 | +45.9% | 52,898 | +25.6% | 0.00% | 0.0% |
| Q4 2020 | $1,476,000 | +8.0% | 42,113 | -4.4% | 0.00% | 0.0% |
| Q3 2020 | $1,367,000 | +278.7% | 44,038 | +276.3% | 0.00% | 0.0% |
| Q4 2019 | $361,000 | -66.5% | 11,703 | -68.4% | 0.00% | -50.0% |
| Q3 2019 | $1,077,000 | +232.4% | 37,019 | +217.0% | 0.00% | +100.0% |
| Q1 2019 | $324,000 | -45.2% | 11,679 | -42.5% | 0.00% | 0.0% |
| Q3 2018 | $591,000 | -84.4% | 20,322 | -85.0% | 0.00% | -88.9% |
| Q2 2018 | $3,779,000 | +693.9% | 135,755 | +680.1% | 0.01% | +800.0% |
| Q4 2017 | $476,000 | -53.1% | 17,403 | -55.7% | 0.00% | -66.7% |
| Q3 2017 | $1,016,000 | – | 39,275 | – | 0.00% | – |
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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% |