AXXCESS WEALTH MANAGEMENT, LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 40 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q2 2022$401,000
-31.7%
11,024
-20.1%
0.04%
-19.6%
Q1 2022$587,000
-5.9%
13,803
-0.7%
0.05%0.0%
Q4 2021$624,00013,8980.05%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q1 2022
NameSharesValueWeighting ↓
Orion Portfolio Solutions, LLC 16,861,590$599,261,00023.73%
McAlister, Sweet & Associates, Inc. 73,223$2,602,0002.78%
SimpliFi, Inc. 62,811$2,232,0001.16%
Astoria Portfolio Advisors LLC. 44,101$1,567,0001.06%
WealthPlan Investment Management, LLC 260,954$10,313,0000.75%
Main Management LLC 124,512$4,425,0000.55%
Independent Wealth Network Inc. 18,982$675,0000.53%
Peterson Financial Group, Inc. 8,157$290,0000.24%
Mutual Advisors, LLC 133,176$4,733,0000.24%
CreativeOne Wealth, LLC 108,424$3,853,0000.23%
View complete list of NORTHERN LTS FD TR IV shareholders