OSAIC HOLDINGS, INC. - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 22 filers reported holding NORTHERN LTS FD TR IV in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

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Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$23,169,252
-0.1%
550,630
+2.3%
0.03%
-19.0%
Q2 2023$23,196,521
-9.2%
538,259
-14.5%
0.04%
-12.5%
Q1 2023$25,548,147
+40.4%
629,234
+34.1%
0.05%
+29.7%
Q4 2022$18,199,521
+24.2%
469,139
+13.8%
0.04%
+12.1%
Q3 2022$14,648,000
+8.3%
412,199
+10.8%
0.03%
+10.0%
Q2 2022$13,531,000
-0.9%
372,039
+16.0%
0.03%
+15.4%
Q1 2022$13,649,000
+19.3%
320,780
+25.8%
0.03%
+18.2%
Q4 2021$11,443,000
+20.5%
255,004
+9.3%
0.02%
+10.0%
Q3 2021$9,498,000
+14.0%
233,361
+15.4%
0.02%
+11.1%
Q2 2021$8,333,000
+20.9%
202,201
+12.2%
0.02%
+5.9%
Q1 2021$6,893,000
+16.4%
180,148
+6.6%
0.02%
+6.2%
Q4 2020$5,922,000
+20.4%
168,945
+6.6%
0.02%
+6.7%
Q3 2020$4,920,000
-1.7%
158,436
-10.5%
0.02%
-11.8%
Q2 2020$5,007,000
-39.7%
176,992
-48.3%
0.02%
-50.0%
Q1 2020$8,308,000–342,051–0.03%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2020
NameSharesValueWeighting ↓
Orion Portfolio Solutions, LLC 16,861,590$599,261,00023.73%
McAlister, Sweet & Associates, Inc. 73,223$2,602,0002.78%
SimpliFi, Inc. 62,811$2,232,0001.16%
Astoria Portfolio Advisors LLC. 44,101$1,567,0001.06%
WealthPlan Investment Management, LLC 260,954$10,313,0000.75%
Main Management LLC 124,512$4,425,0000.55%
Independent Wealth Network Inc. 18,982$675,0000.53%
Peterson Financial Group, Inc. 8,157$290,0000.24%
Mutual Advisors, LLC 133,176$4,733,0000.24%
CreativeOne Wealth, LLC 108,424$3,853,0000.23%
View complete list of NORTHERN LTS FD TR IV shareholders