NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 62 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $453,455 | -9.8% | 17,209 | -4.9% | 0.00% | 0.0% |
| Q2 2023 | $502,963 | +135.9% | 18,095 | +135.0% | 0.00% | +200.0% |
| Q1 2023 | $213,213 | -25.6% | 7,700 | -29.9% | 0.00% | -50.0% |
| Q4 2022 | $286,405 | -16.3% | 10,986 | -28.8% | 0.00% | -33.3% |
| Q3 2022 | $342,000 | -17.2% | 15,434 | -7.0% | 0.00% | 0.0% |
| Q2 2022 | $413,000 | -20.3% | 16,592 | -5.2% | 0.00% | -25.0% |
| Q1 2022 | $518,000 | -10.4% | 17,504 | -5.6% | 0.00% | 0.0% |
| Q4 2021 | $578,000 | -4.6% | 18,541 | +4.4% | 0.00% | -20.0% |
| Q3 2021 | $606,000 | +59.1% | 17,755 | +63.3% | 0.01% | +66.7% |
| Q2 2021 | $381,000 | +23.7% | 10,873 | +15.2% | 0.00% | 0.0% |
| Q1 2021 | $308,000 | – | 9,438 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,722,730 | $45,393,940 | 8.02% |
| Faithward Advisors, LLC | 676,383 | $17,883,556 | 4.36% |
| PAX Financial Group, LLC | 524,046 | $13,808,624 | 3.15% |
| Legacy Wealth Asset Management, LLC | 123,615 | $3,257,255 | 1.20% |
| Frontier Asset Management, LLC | 97,373 | $2,565,768 | 1.16% |
| Inspire Investing, LLC | 337,929 | $8,904,427 | 1.14% |
| Range Financial Group LLC | 51,023 | $1,344,456 | 0.89% |
| CreativeOne Wealth, LLC | 438,058 | $11,542 | 0.83% |
| LifeGuide Financial Advisors, LLC | 21,008 | $553,561 | 0.32% |
| EverSource Wealth Advisors, LLC | 113,978 | $3,003,324 | 0.32% |