NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 39 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $968,309 | +1.7% | 18,953 | +0.3% | 0.45% | +1.1% |
| Q1 2024 | $951,729 | +12.9% | 18,891 | +4.3% | 0.45% | +0.5% |
| Q4 2023 | $843,346 | +5.4% | 18,117 | -4.7% | 0.44% | -9.8% |
| Q3 2023 | $800,005 | -6.3% | 19,007 | -4.1% | 0.49% | -4.1% |
| Q2 2023 | $853,871 | +16.0% | 19,816 | +9.3% | 0.51% | +8.9% |
| Q1 2023 | $736,403 | +3.6% | 18,138 | -1.0% | 0.47% | -3.1% |
| Q4 2022 | $710,788 | +5.3% | 18,324 | -3.5% | 0.49% | -7.8% |
| Q3 2022 | $675,000 | +5.0% | 18,982 | +7.4% | 0.53% | +13.8% |
| Q2 2022 | $643,000 | -16.7% | 17,672 | -2.6% | 0.46% | -5.5% |
| Q1 2022 | $772,000 | -32.8% | 18,135 | -29.1% | 0.49% | -30.7% |
| Q4 2021 | $1,148,000 | +28.7% | 25,590 | +26.7% | 0.71% | +21.3% |
| Q3 2021 | $892,000 | – | 20,205 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,616,103 | $749,565,000 | 26.34% |
| McAlister, Sweet & Associates, Inc. | 75,328 | $3,205,000 | 3.41% |
| SimpliFi, Inc. | 61,349 | $2,610,000 | 1.19% |
| WealthPlan Investment Management, LLC | 264,561 | $10,312,000 | 0.72% |
| WealthPLAN Partners, LLC | 264,561 | $10,312,000 | 0.72% |
| Main Management LLC | 125,550 | $5,342,000 | 0.55% |
| Independent Wealth Network Inc. | 18,135 | $772,000 | 0.49% |
| Mutual Advisors, LLC | 201,872 | $8,590,000 | 0.48% |
| Peterson Financial Group, Inc. | 10,520 | $448,000 | 0.33% |
| Belpointe Asset Management LLC | 83,336 | $3,546,000 | 0.22% |