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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,808,624 | +2.9% | 524,046 | +8.6% | 3.15% | +3.9% |
| Q2 2023 | $13,416,845 | +14.0% | 482,695 | +13.6% | 3.03% | +7.5% |
| Q1 2023 | $11,769,967 | +26.2% | 425,062 | +18.9% | 2.82% | +19.2% |
| Q4 2022 | $9,323,075 | +12.7% | 357,617 | -4.2% | 2.37% | +11.9% |
| Q3 2022 | $8,271,000 | -0.8% | 373,414 | +11.5% | 2.12% | +0.3% |
| Q2 2022 | $8,335,000 | +29.9% | 335,001 | +54.6% | 2.11% | +41.7% |
| Q1 2022 | $6,418,000 | +75.8% | 216,739 | +85.2% | 1.49% | +81.9% |
| Q4 2021 | $3,651,000 | +69.1% | 117,051 | +85.0% | 0.82% | +54.9% |
| Q3 2021 | $2,159,000 | +75.4% | 63,265 | +79.8% | 0.53% | +69.8% |
| Q2 2021 | $1,231,000 | +85.4% | 35,179 | +73.0% | 0.31% | +66.3% |
| Q1 2021 | $664,000 | +175.5% | 20,331 | +161.3% | 0.19% | +149.3% |
| Q4 2020 | $241,000 | – | 7,782 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 981,282 | $33,487,000 | 10.55% |
| Faithward Advisors, LLC | 453,754 | $15,484,000 | 3.00% |
| Inspire Investing, LLC | 342,952 | $11,703,000 | 1.48% |
| OneAscent Financial Services LLC | 29,821 | $1,025,000 | 1.37% |
| Legacy Wealth Asset Management, LLC | 86,844 | $2,964,000 | 1.36% |
| Sound Financial Strategies Group, LLC | 63,888 | $2,180,000 | 1.10% |
| PAX Financial Group, LLC | 63,265 | $2,159,000 | 0.53% |
| Keel Point, LLC | 43,555 | $1,486,000 | 0.19% |
| Harvest Investment Services, LLC | 10,152 | $346,000 | 0.14% |
| Sowell Financial Services LLC | 27,325 | $939,000 | 0.06% |