Coppell Advisory Solutions LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 64 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Coppell Advisory Solutions LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$115,245
+3.1%
2,971
+13.4%
0.04%
+25.0%
Q2 2023$111,812
-3.0%
2,621
-11.8%
0.03%
-17.9%
Q4 2022$115,2452,9710.04%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Orion Portfolio Solutions, LLC 17,616,103$749,565,00026.34%
McAlister, Sweet & Associates, Inc. 75,328$3,205,0003.41%
SimpliFi, Inc. 61,349$2,610,0001.19%
WealthPlan Investment Management, LLC 264,561$10,312,0000.72%
WealthPLAN Partners, LLC 264,561$10,312,0000.72%
Main Management LLC 125,550$5,342,0000.55%
Independent Wealth Network Inc. 18,135$772,0000.49%
Mutual Advisors, LLC 201,872$8,590,0000.48%
Peterson Financial Group, Inc. 10,520$448,0000.33%
Belpointe Asset Management LLC 83,336$3,546,0000.22%
View complete list of NORTHERN LTS FD TR IV shareholders