NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 68 filers reported holding NORTHERN LTS FD TR IV in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $603 | +16.4% | 25,849 | +17.6% | 0.30% | +3.4% |
| Q1 2024 | $518 | -90.0% | 21,976 | 0.0% | 0.29% | -16.1% |
| Q4 2023 | $5,184 | +881.8% | 21,976 | -5.9% | 0.35% | +34.5% |
| Q3 2023 | $528 | +73.1% | 23,357 | +76.8% | 0.26% | +91.1% |
| Q2 2023 | $305 | +20.6% | 13,214 | +21.9% | 0.14% | +20.5% |
| Q1 2023 | $253 | +23.4% | 10,839 | +21.2% | 0.11% | +15.5% |
| Q4 2022 | $205 | – | 8,940 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Financial Services LLC | 785,780 | $20,674,000 | 13.83% |
| Inspire Investing, LLC | 536,688 | $14,120,000 | 4.88% |
| Faithward Advisors, LLC | 623,589 | $16,407,000 | 4.26% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 359,453 | $9,457,000 | 2.86% |
| Values First Advisors, Inc. | 39,515 | $1,039,000 | 1.03% |
| Atria Investments, Inc | 771,926 | $20,309,000 | 0.70% |
| Harvest Investment Services, LLC | 43,455 | $1,143,000 | 0.68% |
| CreativeOne Wealth, LLC | 150,662 | $3,964,000 | 0.62% |
| AlphaStar Capital Management, LLC | 49,773 | $1,316,000 | 0.28% |
| LVZ, Inc. | 46,264 | $1,217,000 | 0.27% |