NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 38 filers reported holding NORTHERN LTS FD TR IV in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,759 | -22.1% | 612 | -20.2% | 0.00% | – |
| Q2 2023 | $33,050 | -33.0% | 767 | -39.7% | 0.00% | – |
| Q4 2022 | $49,302 | -57.1% | 1,271 | -60.7% | 0.00% | – |
| Q3 2022 | $115,000 | +342.3% | 3,235 | +437.4% | 0.00% | – |
| Q1 2022 | $26,000 | +333.3% | 602 | +381.6% | 0.00% | – |
| Q4 2021 | $6,000 | -93.3% | 125 | -94.3% | 0.00% | – |
| Q3 2021 | $89,000 | +368.4% | 2,185 | +338.8% | 0.00% | – |
| Q1 2021 | $19,000 | -67.2% | 498 | -69.9% | 0.00% | – |
| Q4 2020 | $58,000 | +48.7% | 1,654 | +31.0% | 0.00% | – |
| Q3 2020 | $39,000 | +116.7% | 1,263 | +94.3% | 0.00% | – |
| Q2 2020 | $18,000 | +12.5% | 650 | -3.1% | 0.00% | – |
| Q1 2020 | $16,000 | -48.4% | 671 | -33.4% | 0.00% | – |
| Q4 2019 | $31,000 | +6.9% | 1,008 | -0.1% | 0.00% | – |
| Q2 2019 | $29,000 | +107.1% | 1,009 | +100.2% | 0.00% | – |
| Q1 2019 | $14,000 | -12.5% | 504 | -24.1% | 0.00% | – |
| Q4 2018 | $16,000 | -38.5% | 664 | -24.7% | 0.00% | – |
| Q3 2018 | $26,000 | -54.4% | 882 | -59.9% | 0.00% | – |
| Q3 2017 | $57,000 | – | 2,200 | – | 0.00% | – |
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% |