NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 62 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,257,255 | -3.0% | 123,615 | +2.3% | 1.20% | +1.9% |
| Q2 2023 | $3,359,277 | -1.7% | 120,856 | -2.1% | 1.17% | -4.9% |
| Q1 2023 | $3,419,023 | +6.2% | 123,475 | +0.0% | 1.23% | +0.7% |
| Q4 2022 | $3,218,420 | +20.9% | 123,453 | +2.7% | 1.23% | +5.3% |
| Q3 2022 | $2,663,000 | -7.6% | 120,216 | +3.8% | 1.16% | -0.3% |
| Q2 2022 | $2,881,000 | -10.9% | 115,801 | +6.0% | 1.17% | +1.5% |
| Q1 2022 | $3,234,000 | +0.8% | 109,207 | +6.1% | 1.15% | +5.9% |
| Q4 2021 | $3,209,000 | +8.3% | 102,885 | +18.5% | 1.09% | -19.8% |
| Q3 2021 | $2,964,000 | +3.2% | 86,844 | +5.8% | 1.36% | +6.3% |
| Q2 2021 | $2,873,000 | +10.0% | 82,088 | +2.6% | 1.28% | +5.8% |
| Q1 2021 | $2,612,000 | +7.0% | 79,975 | +1.4% | 1.21% | -1.9% |
| Q4 2020 | $2,441,000 | – | 78,844 | – | 1.23% | – |
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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% |