NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 20 filers reported holding NORTHERN LTS FD TR IV in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,904,427 | -3.9% | 337,929 | +1.4% | 1.14% | +1.5% |
| Q2 2023 | $9,262,480 | +12.6% | 333,234 | +12.2% | 1.12% | +7.0% |
| Q1 2023 | $8,225,401 | -51.7% | 297,053 | -54.5% | 1.05% | -52.2% |
| Q4 2022 | $17,033,235 | +14.6% | 653,365 | -2.6% | 2.19% | +4.4% |
| Q3 2022 | $14,863,000 | -9.4% | 671,032 | +1.7% | 2.10% | -3.6% |
| Q2 2022 | $16,411,000 | +4.1% | 659,578 | +23.9% | 2.18% | +19.4% |
| Q1 2022 | $15,761,000 | +14.9% | 532,278 | +21.0% | 1.82% | +16.0% |
| Q4 2021 | $13,718,000 | +17.2% | 439,741 | +28.2% | 1.57% | +6.4% |
| Q3 2021 | $11,703,000 | -15.1% | 342,952 | -12.9% | 1.48% | -18.4% |
| Q2 2021 | $13,778,000 | +6.1% | 393,623 | -1.0% | 1.81% | -8.9% |
| Q1 2021 | $12,983,000 | +9.2% | 397,534 | +3.5% | 1.99% | -24.3% |
| Q4 2020 | $11,891,000 | +26.6% | 384,136 | +3.6% | 2.63% | +1.8% |
| Q3 2020 | $9,392,000 | +0.2% | 370,900 | -6.3% | 2.58% | -20.2% |
| Q2 2020 | $9,373,000 | +29.2% | 395,649 | +9.3% | 3.24% | +11.7% |
| Q1 2020 | $7,254,000 | +13.6% | 361,985 | +57.9% | 2.90% | +26.6% |
| Q4 2019 | $6,383,000 | – | 229,257 | – | 2.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,722,730 | $45,393,940 | 8.02% |
| Faithward Advisors, LLC | 676,383 | $17,883,556 | 4.36% |
| PAX Financial Group, LLC | 524,046 | $13,808,624 | 3.15% |
| Legacy Wealth Asset Management, LLC | 123,615 | $3,257,255 | 1.20% |
| Frontier Asset Management, LLC | 97,373 | $2,565,768 | 1.16% |
| Inspire Investing, LLC | 337,929 | $8,904,427 | 1.14% |
| Range Financial Group LLC | 51,023 | $1,344,456 | 0.89% |
| CreativeOne Wealth, LLC | 438,058 | $11,542 | 0.83% |
| LifeGuide Financial Advisors, LLC | 21,008 | $553,561 | 0.32% |
| EverSource Wealth Advisors, LLC | 113,978 | $3,003,324 | 0.32% |