SimpliFi, Inc. - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 38 filers reported holding NORTHERN LTS FD TR IV in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
SimpliFi, Inc. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q4 2022$2,361,628
+5.8%
60,882
-3.1%
1.23%
+6.7%
Q3 2022$2,232,000
-0.9%
62,811
+1.5%
1.16%
+4.0%
Q2 2022$2,252,000
-13.7%
61,909
+0.9%
1.11%
-6.2%
Q1 2022$2,610,000
-2.6%
61,349
+2.7%
1.19%
+1.3%
Q4 2021$2,681,000–59,753–1.17%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 2022
NameSharesValueWeighting ↓
Orion Portfolio Solutions, LLC 16,922,928$697,394,00027.39%
WealthPLAN Partners, LLC 265,618$11,177,0000.79%
Avestar Capital, LLC 127,217$5,246,0000.70%
Main Management LLC 131,666$5,426,0000.58%
Mutual Advisors, LLC 178,578$7,359,0000.44%
Verity Asset Management, Inc. 6,328$261,0000.14%
Simplicity Solutions, LLC 7,545$311,0000.06%
Koshinski Asset Management, Inc. 11,208$462,0000.06%
NEXT Financial Group, Inc 17,015$701,0000.06%
AdvisorNet Financial, Inc 19,859$818,0000.05%
View complete list of NORTHERN LTS FD TR IV shareholders