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 1,009,391$30,675,3845.42%
Paradiem, LLC 223,793$6,801,0692.04%
PAX Financial Group, LLC 273,620$8,315,3121.90%
Legacy Wealth Asset Management, LLC 121,625$3,696,1691.36%
CREATIVE FINANCIAL DESIGNS INC /ADV 332,000$10,089,4861.18%
Inspire Investing, LLC 231,524$7,036,0040.90%
CreativeOne Wealth, LLC 256,177$7,7850.56%
LVZ, Inc. 108,312$3,291,6010.53%
Revisor Wealth Management LLC 15,125$459,6490.39%
AlphaStar Capital Management, LLC 74,819$2,273,7490.28%
View complete list of NORTHERN LTS FD TR IV shareholders