NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 49 filers reported holding NORTHERN LTS FD TR IV in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,883,556 | -6.3% | 676,383 | -1.1% | 4.36% | -1.1% |
| Q2 2023 | $19,079,165 | -7.7% | 683,843 | -7.5% | 4.40% | -6.0% |
| Q1 2023 | $20,663,408 | -13.2% | 739,299 | -19.1% | 4.68% | -9.6% |
| Q4 2022 | $23,816,926 | +22.6% | 913,576 | +4.2% | 5.18% | +12.5% |
| Q3 2022 | $19,419,000 | +64.7% | 876,703 | +85.0% | 4.60% | +74.0% |
| Q2 2022 | $11,790,000 | -14.4% | 473,884 | +1.8% | 2.64% | -1.0% |
| Q1 2022 | $13,781,000 | +0.6% | 465,420 | +6.0% | 2.67% | +2.7% |
| Q4 2021 | $13,703,000 | -11.5% | 439,275 | -3.2% | 2.60% | -13.4% |
| Q3 2021 | $15,484,000 | -9.3% | 453,754 | -6.9% | 3.00% | -11.2% |
| Q2 2021 | $17,065,000 | +4.0% | 487,495 | -3.0% | 3.38% | -7.8% |
| Q1 2021 | $16,409,000 | +9.4% | 502,432 | +3.7% | 3.67% | -44.0% |
| Q4 2020 | $15,003,000 | -34.5% | 484,671 | -46.4% | 6.54% | +18.0% |
| Q3 2020 | $22,910,000 | +18.6% | 904,724 | +10.9% | 5.54% | +10.6% |
| Q2 2020 | $19,320,000 | +31.3% | 815,535 | +11.1% | 5.01% | +21.0% |
| Q1 2020 | $14,713,000 | +22.0% | 734,166 | +69.5% | 4.14% | +46.1% |
| Q4 2019 | $12,058,000 | – | 433,108 | – | 2.84% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 981,282 | $33,487,000 | 10.55% |
| Faithward Advisors, LLC | 453,754 | $15,484,000 | 3.00% |
| Inspire Investing, LLC | 342,952 | $11,703,000 | 1.48% |
| OneAscent Financial Services LLC | 29,821 | $1,025,000 | 1.37% |
| Legacy Wealth Asset Management, LLC | 86,844 | $2,964,000 | 1.36% |
| Sound Financial Strategies Group, LLC | 63,888 | $2,180,000 | 1.10% |
| PAX Financial Group, LLC | 63,265 | $2,159,000 | 0.53% |
| Keel Point, LLC | 43,555 | $1,486,000 | 0.19% |
| Harvest Investment Services, LLC | 10,152 | $346,000 | 0.14% |
| Sowell Financial Services LLC | 27,325 | $939,000 | 0.06% |