WealthPlan Investment 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 38 filers reported holding NORTHERN LTS FD TR IV in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q4 2022$11,213,597
+8.7%
267,182
+2.4%
0.78%
+4.1%
Q3 2022$10,313,000
+0.0%
260,954
-1.4%
0.75%
+5.3%
Q1 2022$10,312,000264,5610.72%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 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