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 17,188,211$666,730,72123.35%
McAlister, Sweet & Associates, Inc. 73,556$2,853,2374.23%
SimpliFi, Inc. 60,882$2,361,6281.23%
WealthPLAN Partners, LLC 267,122$11,243,1330.79%
WealthPlan Investment Management, LLC 267,182$11,213,5970.78%
Main Management LLC 127,258$4,9360.57%
Independent Wealth Network Inc. 18,324$710,7880.49%
Peterson Financial Group, Inc. 8,161$316,5630.45%
Mutual Advisors, LLC 178,387$6,919,6320.31%
Fiduciary Alliance LLC 30,724$1,191,7840.31%
View complete list of NORTHERN LTS FD TR IV shareholders