NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 47 filers reported holding NORTHERN LTS FD TR IV in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,679,980 | +34.1% | 39,914 | +37.2% | 0.12% | +36.0% |
| Q2 2023 | $1,253,246 | +30.5% | 29,085 | +22.9% | 0.09% | +29.0% |
| Q1 2023 | $960,660 | +37.6% | 23,662 | +31.5% | 0.07% | +32.7% |
| Q4 2022 | $698,083 | -0.8% | 17,997 | +8.2% | 0.05% | -10.3% |
| Q3 2022 | $704,000 | – | 16,637 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,616,103 | $749,565,000 | 26.34% |
| McAlister, Sweet & Associates, Inc. | 75,328 | $3,205,000 | 3.41% |
| SimpliFi, Inc. | 61,349 | $2,610,000 | 1.19% |
| WealthPlan Investment Management, LLC | 264,561 | $10,312,000 | 0.72% |
| WealthPLAN Partners, LLC | 264,561 | $10,312,000 | 0.72% |
| Main Management LLC | 125,550 | $5,342,000 | 0.55% |
| Independent Wealth Network Inc. | 18,135 | $772,000 | 0.49% |
| Mutual Advisors, LLC | 201,872 | $8,590,000 | 0.48% |
| Peterson Financial Group, Inc. | 10,520 | $448,000 | 0.33% |
| Belpointe Asset Management LLC | 83,336 | $3,546,000 | 0.22% |