NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 40 filers reported holding NORTHERN LTS FD TR IV in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $333,108 | -1.6% | 11,307 | +0.2% | 0.02% | +5.0% |
| Q1 2024 | $338,583 | +8.8% | 11,279 | +7.0% | 0.02% | 0.0% |
| Q4 2023 | $311,296 | +18.1% | 10,542 | +5.4% | 0.02% | +5.3% |
| Q3 2023 | $263,614 | -12.6% | 10,004 | -7.8% | 0.02% | -13.6% |
| Q2 2023 | $301,513 | +7.3% | 10,847 | +6.9% | 0.02% | +10.0% |
| Q1 2023 | $280,939 | +4.1% | 10,146 | -2.0% | 0.02% | 0.0% |
| Q4 2022 | $269,837 | +15.3% | 10,351 | -2.0% | 0.02% | +5.3% |
| Q3 2022 | $234,000 | -18.2% | 10,558 | -8.0% | 0.02% | -17.4% |
| Q2 2022 | $286,000 | -16.4% | 11,476 | -0.7% | 0.02% | 0.0% |
| Q1 2022 | $342,000 | -3.7% | 11,556 | +1.5% | 0.02% | +4.5% |
| Q4 2021 | $355,000 | +0.3% | 11,380 | +9.6% | 0.02% | -8.3% |
| Q3 2021 | $354,000 | +6.9% | 10,382 | +9.9% | 0.02% | +9.1% |
| Q2 2021 | $331,000 | – | 9,446 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 2,165,878 | $65,019,659 | 9.00% |
| Bare Financial Services, Inc | 248,822 | $7,270,579 | 6.98% |
| Faithward Advisors, LLC | 633,739 | $19,024,837 | 3.45% |
| PAX Financial Group, LLC | 526,872 | $15,816,687 | 3.18% |
| Fiduciary Alliance LLC | 302,976 | $9,074,128 | 1.60% |
| Inspire Investing, LLC | 405,404 | $12,170,232 | 1.24% |
| Frontier Asset Management, LLC | 111,460 | $3,346,042 | 1.23% |
| Legacy Wealth Asset Management, LLC | 138,224 | $4,149,484 | 1.16% |
| Range Financial Group LLC | 54,693 | $1,641,884 | 0.85% |
| CreativeOne Wealth, LLC | 446,769 | $13,412 | 0.53% |