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

Back to all holdings Add to watchlist

NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 60 filers reported holding NORTHERN LTS FD TR IV in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Links
Filings
External links
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%–
 Download
Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 2023
NameSharesValueWeighting ↓
Orion Portfolio Solutions, LLC 17,616,103$749,565,00026.34%
McAlister, Sweet & Associates, Inc. 75,328$3,205,0003.41%
SimpliFi, Inc. 61,349$2,610,0001.19%
WealthPlan Investment Management, LLC 264,561$10,312,0000.72%
WealthPLAN Partners, LLC 264,561$10,312,0000.72%
Main Management LLC 125,550$5,342,0000.55%
Independent Wealth Network Inc. 18,135$772,0000.49%
Mutual Advisors, LLC 201,872$8,590,0000.48%
Peterson Financial Group, Inc. 10,520$448,0000.33%
Belpointe Asset Management LLC 83,336$3,546,0000.22%
View complete list of NORTHERN LTS FD TR IV shareholders