NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 87 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,651,012 | +4.3% | 628,630 | +9.8% | 0.03% | -14.7% |
Q2 2023 | $18,838,777 | +12.4% | 572,780 | +7.5% | 0.03% | +6.2% |
Q1 2023 | $16,753,811 | +6.5% | 533,051 | +1.5% | 0.03% | 0.0% |
Q4 2022 | $15,727,587 | +15.4% | 525,286 | +7.0% | 0.03% | +3.2% |
Q3 2022 | $13,623,000 | +12.4% | 491,102 | +18.1% | 0.03% | +14.8% |
Q2 2022 | $12,115,000 | +2.7% | 415,927 | +27.3% | 0.03% | +17.4% |
Q1 2022 | $11,791,000 | +16.2% | 326,741 | +26.9% | 0.02% | +21.1% |
Q4 2021 | $10,143,000 | +16.7% | 257,495 | +25.9% | 0.02% | +5.6% |
Q3 2021 | $8,691,000 | +8.8% | 204,526 | +9.3% | 0.02% | +5.9% |
Q2 2021 | $7,989,000 | +21.5% | 187,204 | +11.1% | 0.02% | +6.2% |
Q1 2021 | $6,575,000 | +110.1% | 168,452 | +97.0% | 0.02% | +100.0% |
Q4 2020 | $3,129,000 | +58.8% | 85,501 | +44.4% | 0.01% | +33.3% |
Q3 2020 | $1,971,000 | +106.4% | 59,209 | +88.7% | 0.01% | +100.0% |
Q2 2020 | $955,000 | +13.7% | 31,372 | -7.2% | 0.00% | 0.0% |
Q1 2020 | $840,000 | – | 33,792 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Inspire Advisors, LLC | 891,858 | $28,031,109 | 6.43% |
PAX Financial Group, LLC | 214,959 | $6,756,177 | 1.62% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 341,390 | $10,729,884 | 1.40% |
OneAscent Financial Services LLC | 90,115 | $2,840 | 1.15% |
Strategic Equity Management | 83,567 | $2,626,511 | 0.94% |
Inspire Investing, LLC | 210,459 | $6,614,728 | 0.84% |
LVZ, Inc. | 165,593 | $5,204,602 | 0.76% |
Frontier Asset Management, LLC | 50,210 | $1,578,091 | 0.75% |
CreativeOne Wealth, LLC | 456,103 | $14,335 | 0.71% |
Range Financial Group LLC | 30,149 | $947,583 | 0.62% |