CreativeOne Wealth, LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 79 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$8,711
-58.3%
278,647
-59.1%
0.63%
+20.3%
Q2 2023$20,899
+45.8%
682,061
+49.5%
0.52%
-26.3%
Q1 2023$14,335
+7.9%
456,103
+2.8%
0.71%
-3.4%
Q4 2022$13,287
-99.9%
443,796
+4.5%
0.73%
+3.4%
Q3 2022$11,785,000
-2.4%
424,820
+2.4%
0.71%
+8.3%
Q2 2022$12,080,000
-48.3%
414,728
-36.0%
0.65%
-46.0%
Q1 2022$23,388,000
-11.0%
648,040
-2.8%
1.21%
-6.6%
Q4 2021$26,269,000
+10.5%
666,871
+19.2%
1.30%
-7.2%
Q3 2021$23,779,000
+14.7%
559,450
+15.2%
1.40%
+9.1%
Q2 2021$20,727,000
+33.2%
485,747
+21.9%
1.28%
+8.7%
Q1 2021$15,559,000
+36.4%
398,616
+27.9%
1.18%
+24.8%
Q4 2020$11,404,000
+52.6%
311,579
+38.7%
0.94%
-9.1%
Q3 2020$7,473,000
+45.8%
224,572
+33.4%
1.04%
+30.2%
Q2 2020$5,126,000
+30.3%
168,336
+6.4%
0.80%
+6.0%
Q1 2020$3,934,000
-14.3%
158,265
+4.9%
0.75%
-3.0%
Q4 2019$4,589,000
+9.1%
150,852
+0.1%
0.78%
-4.6%
Q3 2019$4,206,000
-1.1%
150,714
-1.6%
0.81%
-9.1%
Q2 2019$4,251,000
+23.9%
153,216
+22.6%
0.89%
-0.3%
Q1 2019$3,430,000
+37.6%
124,998
+19.3%
0.90%
+6.8%
Q4 2018$2,492,000
+45.9%
104,736
+71.8%
0.84%
+33.0%
Q3 2018$1,708,00060,9700.63%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2021
NameSharesValueWeighting ↓
Inspire Advisors, LLC 661,314$26,050,0007.38%
Faithward Advisors, LLC 764,217$30,104,0005.71%
Frontier Asset Management, LLC 72,583$2,859,0002.11%
Paradiem, LLC 173,322$6,205,0002.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 272,114$10,719,0001.62%
CreativeOne Wealth, LLC 666,871$26,269,0001.30%
Inspire Investing, LLC 280,914$11,065,0001.27%
Values First Advisors, Inc. 43,296$1,705,0001.01%
Sound Financial Strategies Group, LLC 41,281$1,626,0000.81%
LVZ, Inc. 149,398$5,885,0000.79%
View complete list of NORTHERN LTS FD TR IV shareholders