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 23 filers reported holding NORTHERN LTS FD TR IV in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

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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 Q4 2020
NameSharesValueWeighting ↓
Orion Portfolio Solutions, LLC 17,149,252$623,718,00025.02%
McAlister, Sweet & Associates, Inc. 72,793$2,647,0002.68%
SimpliFi, Inc. 61,909$2,252,0001.11%
Astoria Portfolio Advisors LLC. 37,847$1,376,0001.00%
Mutual Advisors, LLC 231,402$8,416,0000.56%
Main Management LLC 124,014$4,510,0000.54%
Independent Wealth Network Inc. 17,672$643,0000.46%
Peterson Financial Group, Inc. 8,893$323,0000.26%
Belpointe Asset Management LLC 85,210$3,099,0000.21%
EverSource Wealth Advisors, LLC 15,988$581,0000.15%
View complete list of NORTHERN LTS FD TR IV shareholders