NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 62 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,903,176 | +10.2% | 186,077 | +16.2% | 0.01% | -12.5% |
| Q2 2023 | $4,451,055 | +10.1% | 160,140 | +9.6% | 0.01% | 0.0% |
| Q1 2023 | $4,044,302 | +36.9% | 146,056 | +28.8% | 0.01% | +33.3% |
| Q4 2022 | $2,955,000 | +90.5% | 113,400 | +61.9% | 0.01% | +50.0% |
| Q3 2022 | $1,551,000 | +58.6% | 70,044 | +78.4% | 0.00% | +100.0% |
| Q2 2022 | $978,000 | +61.4% | 39,263 | +92.3% | 0.00% | +100.0% |
| Q1 2022 | $606,000 | +7.1% | 20,422 | +12.4% | 0.00% | 0.0% |
| Q4 2021 | $566,000 | -8.7% | 18,170 | -0.1% | 0.00% | 0.0% |
| Q3 2021 | $620,000 | +7.6% | 18,188 | +10.6% | 0.00% | 0.0% |
| Q2 2021 | $576,000 | +50.8% | 16,438 | +40.5% | 0.00% | 0.0% |
| Q1 2021 | $382,000 | +52.8% | 11,700 | +45.1% | 0.00% | 0.0% |
| Q4 2020 | $250,000 | +49.7% | 8,066 | +22.5% | 0.00% | – |
| Q3 2020 | $167,000 | +7.1% | 6,585 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $156,000 | – | 6,585 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,793,653 | $49,855,854 | 9.61% |
| Faithward Advisors, LLC | 683,843 | $19,079,165 | 4.40% |
| PAX Financial Group, LLC | 482,695 | $13,416,845 | 3.03% |
| Fiduciary Alliance LLC | 264,794 | $7,360,127 | 1.58% |
| Frontier Asset Management, LLC | 96,927 | $2,694,146 | 1.22% |
| Legacy Wealth Asset Management, LLC | 120,856 | $3,359,277 | 1.17% |
| Inspire Investing, LLC | 333,234 | $9,262,480 | 1.12% |
| Range Financial Group LLC | 46,782 | $1,300,338 | 0.83% |
| SILVER OAK SECURITIES, INCORPORATED | 116,267 | $3,232 | 0.52% |
| CreativeOne Wealth, LLC | 722,943 | $19,238 | 0.48% |