NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 14 filers reported holding NORTHERN LTS FD TR IV in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $56 | -99.9% | 1,857 | +58.7% | 0.00% | 0.0% |
| Q3 2022 | $38,000 | +52.0% | 1,170 | +58.8% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | 0.0% | 737 | 0.0% | 0.00% | – |
| Q1 2022 | $25,000 | – | 737 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q3 2019 | $4,000 | +33.3% | 143 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | -62.5% | 143 | -48.0% | 0.00% | – |
| Q3 2018 | $8,000 | -84.0% | 275 | -84.6% | 0.00% | -100.0% |
| Q2 2018 | $50,000 | -54.1% | 1,785 | -53.5% | 0.00% | -60.0% |
| Q1 2018 | $109,000 | 0.0% | 3,840 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $109,000 | -13.5% | 3,840 | -16.5% | 0.01% | 0.0% |
| Q3 2017 | $126,000 | +6.8% | 4,600 | +1.6% | 0.01% | 0.0% |
| Q2 2017 | $118,000 | – | 4,527 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 886,643 | $31,879,000 | 8.95% |
| OneAscent Financial Services LLC | 93,128 | $3,356,000 | 2.40% |
| Paradiem, LLC | 190,597 | $6,771,000 | 2.22% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 338,156 | $12,158,000 | 1.85% |
| Inspire Investing, LLC | 440,638 | $15,843,000 | 1.83% |
| Legacy Wealth Asset Management, LLC | 119,163 | $4,285,000 | 1.52% |
| PAX Financial Group, LLC | 131,403 | $4,725,000 | 1.10% |
| Keel Point, LLC | 169,897 | $6,109,000 | 0.92% |
| Frontier Asset Management, LLC | 34,917 | $1,255,000 | 0.88% |
| Harvest Investment Services, LLC | 20,629 | $741,000 | 0.44% |