Sowell Financial Services LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 46 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q1 2023$237
-100.0%
7,642
-70.9%
0.02%
-75.3%
Q3 2022$723,000
+31.9%
26,300
+40.2%
0.07%
+43.1%
Q2 2022$548,000
-17.5%
18,762
+1.9%
0.05%
-56.0%
Q1 2022$664,000
+2787.0%
18,410
+2918.0%
0.12%
+11500.0%
Q1 2021$23,000
-42.5%
610
-54.9%
0.00%
-50.0%
Q4 2020$40,000
+66.7%
1,354
+28.2%
0.00%
+100.0%
Q3 2020$24,000
-89.2%
1,056
-86.6%
0.00%
-94.1%
Q4 2019$222,0007,8900.02%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q1 2022
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,066,564$37,959,00013.72%
Paradiem, LLC 228,158$8,342,0002.75%
Inspire Investing, LLC 388,825$13,838,0002.12%
Legacy Wealth Asset Management, LLC 83,984$2,989,0001.38%
CREATIVE FINANCIAL DESIGNS INC /ADV 193,834$6,899,0001.35%
LVZ, Inc. 98,470$3,505,0000.54%
AlphaStar Capital Management, LLC 62,953$2,247,0000.35%
Keel Point, LLC 86,633$3,083,0000.30%
Delta Investment Management, LLC 18,983$676,0000.22%
Well Done, LLC 16,885$601,0000.14%
View complete list of NORTHERN LTS FD TR IV shareholders