AE Wealth Management LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 38 filers reported holding NORTHERN LTS FD TR IV in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$235,435
+13.5%
7,392
+19.2%
0.00%0.0%
Q2 2023$207,355
-3.0%
6,202
-9.3%
0.00%
-50.0%
Q4 2022$213,750
+1.3%
6,840
-10.4%
0.00%0.0%
Q3 2022$211,000
-11.7%
7,630
-4.1%
0.00%0.0%
Q2 2022$239,000
-26.9%
7,959
-12.4%
0.00%0.0%
Q1 2022$327,000
+5.5%
9,090
+11.1%
0.00%0.0%
Q4 2021$310,000
+40.3%
8,181
+41.3%
0.00%0.0%
Q3 2021$221,000
+4.2%
5,790
+6.3%
0.00%0.0%
Q2 2021$212,000
-58.0%
5,446
-63.9%
0.00%
-66.7%
Q4 2020$505,000
+29.2%
15,101
+7.3%
0.01%0.0%
Q3 2020$391,000
+1.8%
14,077
-4.0%
0.01%0.0%
Q2 2020$384,000
+28.4%
14,667
+4.0%
0.01%
-14.3%
Q1 2020$299,000
-36.2%
14,106
-8.5%
0.01%
-30.0%
Q4 2019$469,000
+22.1%
15,422
+11.6%
0.01%
-9.1%
Q3 2019$384,000
+8.2%
13,820
+9.6%
0.01%0.0%
Q2 2019$355,000
+65.9%
12,608
+63.5%
0.01%
-26.7%
Q1 2019$214,000
-32.9%
7,712
-31.6%
0.02%
-16.7%
Q3 2018$319,000
+33.5%
11,273
+31.9%
0.02%
+12.5%
Q2 2018$239,0008,5460.02%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 2021
NameSharesValueWeighting ↓
Inspire Investing, LLC 550,908$15,646,00015.94%
AlphaStar Capital Management, LLC 65,763$1,868,0000.71%
M Holdings Securities, Inc. 61,314$1,741,0000.53%
CREATIVE FINANCIAL DESIGNS INC /ADV 24,267$689,0000.44%
Keel Point, LLC 60,543$1,719,0000.24%
Kovack Advisors, Inc. 8,153$232,0000.06%
LADENBURG THALMANN FINANCIAL SERVICES INC. 20,646$586,0000.01%
IFP Advisors, Inc 3,840$109,0000.01%
Stratos Wealth Partners, LTD. 3,555$101,0000.00%
Cambridge Investment Research Advisors, Inc. 9,762$277,0000.00%
View complete list of NORTHERN LTS FD TR IV shareholders