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 | $2,565,768 | -4.8% | 97,373 | +0.5% | 1.16% | -5.0% |
| Q2 2023 | $2,694,146 | +6.3% | 96,927 | +5.9% | 1.22% | +2.3% |
| Q1 2023 | $2,533,429 | +10.1% | 91,493 | +3.6% | 1.20% | +13.7% |
| Q4 2022 | $2,302,052 | -12.9% | 88,303 | -26.0% | 1.05% | -54.0% |
| Q3 2022 | $2,642,000 | +0.4% | 119,262 | +12.7% | 2.29% | +4.5% |
| Q2 2022 | $2,632,000 | +2.2% | 105,797 | +21.6% | 2.19% | +21.5% |
| Q1 2022 | $2,575,000 | +174.8% | 86,975 | +189.6% | 1.80% | +161.6% |
| Q4 2021 | $937,000 | – | 30,030 | – | 0.69% | – |
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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% |