AE Wealth Management LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 56 filers reported holding NORTHERN LTS FD TR IV in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$1,255,180
+12.2%
40,153
+18.1%
0.01%
+14.3%
Q2 2023$1,118,392
+51.0%
34,004
+44.3%
0.01%
+40.0%
Q1 2023$740,711
+16.2%
23,567
+10.7%
0.01%0.0%
Q4 2022$637,482
-21.3%
21,292
-27.0%
0.01%
-16.7%
Q3 2022$810,000
-7.1%
29,186
-2.5%
0.01%
-14.3%
Q2 2022$872,000
-19.7%
29,928
-0.5%
0.01%0.0%
Q1 2022$1,086,000
-15.6%
30,078
-7.9%
0.01%
-22.2%
Q4 2021$1,287,000
+0.2%
32,674
+8.2%
0.01%
-18.2%
Q3 2021$1,284,000
-9.3%
30,209
-8.9%
0.01%
-8.3%
Q2 2021$1,416,000
+46.0%
33,176
+33.5%
0.01%
+20.0%
Q1 2021$970,000
+45.9%
24,848
+36.8%
0.01%
+25.0%
Q4 2020$665,000
+20.7%
18,170
+9.7%
0.01%0.0%
Q3 2020$551,000
+14.1%
16,563
+4.4%
0.01%
+14.3%
Q2 2020$483,000
-6.4%
15,872
-23.6%
0.01%
-41.7%
Q1 2020$516,000
-18.5%
20,771
-0.1%
0.01%
-14.3%
Q4 2019$633,000
+39.7%
20,796
+28.1%
0.01%
+7.7%
Q3 2019$453,000
+7.9%
16,240
+7.4%
0.01%0.0%
Q2 2019$420,000
+38.6%
15,128
+39.8%
0.01%
-23.5%
Q3 2018$303,000
+19.8%
10,825
+13.7%
0.02%0.0%
Q2 2018$253,000
+23.4%
9,521
+21.7%
0.02%
+6.2%
Q1 2018$205,0007,8240.02%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2020
NameSharesValueWeighting ↓
Inspire Advisors, LLC 377,936$13,832,0005.16%
Faithward Advisors, LLC 237,935$8,708,0003.80%
Paradiem, LLC 209,405$7,581,0003.21%
OneAscent Financial Services LLC 61,384$2,247,0002.40%
CREATIVE FINANCIAL DESIGNS INC /ADV 245,924$9,001,0001.92%
Inspire Investing, LLC 211,762$7,750,0001.71%
Values First Advisors, Inc. 38,911$1,424,0001.14%
OneAscent Wealth Management LLC 61,384$2,247,0001.02%
CreativeOne Wealth, LLC 311,579$11,404,0000.94%
LVZ, Inc. 89,127$3,262,0000.55%
View complete list of NORTHERN LTS FD TR IV shareholders