Spire Wealth Management - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 47 filers reported holding NORTHERN LTS FD TR IV in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$60,315
+203.5%
1,433
+210.8%
0.00%
+100.0%
Q2 2023$19,871
+6.2%
4610.0%0.00%0.0%
Q1 2023$18,708
+103833.3%
461
+0.2%
0.00%0.0%
Q4 2022$184600.00%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2022
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