NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 27 filers reported holding NORTHERN LTS FD TR IV in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,173 | +21.6% | 44,257 | +29.1% | 0.30% | -28.9% |
| Q2 2023 | $965 | -42.8% | 34,291 | -43.5% | 0.43% | -37.4% |
| Q1 2023 | $1,687 | +49.3% | 60,682 | +40.0% | 0.68% | +42.7% |
| Q4 2022 | $1,130 | -99.9% | 43,358 | +19.1% | 0.48% | +49.5% |
| Q3 2022 | $810,000 | -31.4% | 36,406 | -22.5% | 0.32% | -40.0% |
| Q2 2022 | $1,180,000 | +20.2% | 46,949 | +42.0% | 0.54% | -23.8% |
| Q1 2022 | $982,000 | -4.2% | 33,073 | +10.9% | 0.70% | -48.6% |
| Q3 2021 | $1,025,000 | -0.3% | 29,821 | -4.8% | 1.37% | +35.2% |
| Q1 2021 | $1,028,000 | -2.3% | 31,330 | -7.8% | 1.01% | -9.9% |
| Q4 2020 | $1,052,000 | +20.5% | 33,990 | -1.4% | 1.12% | +146.1% |
| Q3 2020 | $873,000 | -33.6% | 34,468 | -37.9% | 0.46% | -48.1% |
| Q2 2020 | $1,315,000 | +21.1% | 55,521 | +2.4% | 0.88% | +7.5% |
| Q1 2020 | $1,086,000 | – | 54,196 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,722,730 | $45,393,940 | 8.02% |
| Faithward Advisors, LLC | 676,383 | $17,883,556 | 4.36% |
| PAX Financial Group, LLC | 524,046 | $13,808,624 | 3.15% |
| Legacy Wealth Asset Management, LLC | 123,615 | $3,257,255 | 1.20% |
| Frontier Asset Management, LLC | 97,373 | $2,565,768 | 1.16% |
| Inspire Investing, LLC | 337,929 | $8,904,427 | 1.14% |
| Range Financial Group LLC | 51,023 | $1,344,456 | 0.89% |
| CreativeOne Wealth, LLC | 438,058 | $11,542 | 0.83% |
| LifeGuide Financial Advisors, LLC | 21,008 | $553,561 | 0.32% |
| EverSource Wealth Advisors, LLC | 113,978 | $3,003,324 | 0.32% |