COMMONWEALTH EQUITY SERVICES, LLC - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 32 filers reported holding NORTHERN LTS FD TR IV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
COMMONWEALTH EQUITY SERVICES, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$324
-99.9%
7,687
+10.4%
0.00%0.0%
Q3 2021$283,000
-26.9%
6,963
-26.0%
0.00%0.0%
Q2 2021$387,000
+7.5%
9,412
+0.0%
0.00%0.0%
Q1 2021$360,000
+5.9%
9,409
-3.2%
0.00%0.0%
Q4 2020$340,000
+13.0%
9,724
+0.0%
0.00%0.0%
Q3 2020$301,000
+9.9%
9,722
+0.1%
0.00%0.0%
Q2 2020$274,000
-1.8%
9,708
-15.6%
0.00%0.0%
Q1 2020$279,000
-21.4%
11,506
+0.0%
0.00%0.0%
Q4 2019$355,000
+6.3%
11,501
+0.1%
0.00%0.0%
Q3 2019$334,000
+1.2%
11,495
+0.1%
0.00%0.0%
Q2 2019$330,000
-16.7%
11,485
-19.7%
0.00%
-50.0%
Q1 2019$396,000
+3.9%
14,301
-8.9%
0.00%0.0%
Q4 2018$381,000
-24.0%
15,702
-8.9%
0.00%0.0%
Q3 2018$501,000
+4.8%
17,229
+0.3%
0.00%0.0%
Q2 2018$478,000
+6.2%
17,179
+5.3%
0.00%0.0%
Q1 2018$450,000
+1.1%
16,317
+0.2%
0.00%0.0%
Q4 2017$445,000–16,287–0.00%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2021
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