NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 29 filers reported holding NORTHERN LTS FD TR IV in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $131,000 | -69.0% | 3,675 | -68.4% | 0.01% | -68.0% |
| Q2 2022 | $423,000 | -0.2% | 11,620 | +16.7% | 0.02% | +19.0% |
| Q1 2022 | $424,000 | -10.5% | 9,955 | -5.8% | 0.02% | -56.2% |
| Q4 2021 | $474,000 | +8.5% | 10,568 | -1.6% | 0.05% | +108.7% |
| Q3 2021 | $437,000 | -2.7% | 10,745 | -1.3% | 0.02% | +9.5% |
| Q2 2021 | $449,000 | +25.1% | 10,887 | +16.2% | 0.02% | +16.7% |
| Q1 2021 | $359,000 | -9.6% | 9,370 | -17.3% | 0.02% | -79.5% |
| Q4 2020 | $397,000 | +242.2% | 11,324 | +202.4% | 0.09% | +1000.0% |
| Q3 2020 | $116,000 | +14.9% | 3,745 | -10.0% | 0.01% | 0.0% |
| Q1 2020 | $101,000 | -62.0% | 4,163 | -51.7% | 0.01% | -50.0% |
| Q4 2019 | $266,000 | +97.0% | 8,618 | +85.9% | 0.02% | +77.8% |
| Q3 2019 | $135,000 | – | 4,637 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,149,252 | $623,718,000 | 25.02% |
| McAlister, Sweet & Associates, Inc. | 72,793 | $2,647,000 | 2.68% |
| SimpliFi, Inc. | 61,909 | $2,252,000 | 1.11% |
| Astoria Portfolio Advisors LLC. | 37,847 | $1,376,000 | 1.00% |
| Mutual Advisors, LLC | 231,402 | $8,416,000 | 0.56% |
| Main Management LLC | 124,014 | $4,510,000 | 0.54% |
| Independent Wealth Network Inc. | 17,672 | $643,000 | 0.46% |
| Peterson Financial Group, Inc. | 8,893 | $323,000 | 0.26% |
| Belpointe Asset Management LLC | 85,210 | $3,099,000 | 0.21% |
| EverSource Wealth Advisors, LLC | 15,988 | $581,000 | 0.15% |