CREATIVE FINANCIAL DESIGNS INC /ADV - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 38 filers reported holding NORTHERN LTS FD TR IV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$10,089,486
-7.0%
332,000
-1.7%
1.18%
-8.0%
Q2 2023$10,854,303
+49.3%
337,825
+44.2%
1.28%
+34.2%
Q1 2023$7,269,450
+1.4%
234,196
-1.6%
0.95%
-10.1%
Q4 2022$7,168,652
+22.9%
238,082
+11.8%
1.06%
+11.2%
Q3 2022$5,832,000
-1.7%
212,993
+2.5%
0.95%
-2.3%
Q2 2022$5,933,000
-8.8%
207,734
+5.9%
0.97%
-1.6%
Q1 2022$6,508,000
-1.9%
196,081
+4.1%
0.99%
-1.0%
Q4 2021$6,637,000
+7.1%
188,326
+7.7%
1.00%
-2.4%
Q3 2021$6,197,000
-2.2%
174,900
+1.4%
1.02%
-6.7%
Q2 2021$6,339,000
-8.1%
172,567
-11.0%
1.10%
-18.5%
Q1 2021$6,899,000
+17.8%
193,834
-1.1%
1.35%
+7.8%
Q4 2020$5,857,000
+31.0%
195,967
-0.4%
1.25%
+13.3%
Q3 2020$4,471,000
-14.6%
196,799
-15.1%
1.10%
-30.4%
Q2 2020$5,235,000
+32.9%
231,688
+13.3%
1.59%
-21.7%
Q1 2020$3,938,000
+75.6%
204,442
+161.5%
2.03%
+102.2%
Q4 2019$2,242,000
+18.6%
78,173
+5.2%
1.00%
-1.6%
Q3 2019$1,891,000
-1.6%
74,344
+2.6%
1.02%
-2.4%
Q2 2019$1,922,000
+4.9%
72,474
+4.0%
1.04%
-5.0%
Q1 2019$1,833,000
+18.1%
69,704
+2.6%
1.10%
-2.5%
Q4 2018$1,552,000
-5.1%
67,969
+22.4%
1.13%
+19.8%
Q3 2018$1,635,000
+26.7%
55,551
+22.4%
0.94%
+24.0%
Q2 2018$1,290,000
+114.3%
45,394
+97.7%
0.76%
+96.9%
Q1 2018$602,000
+13.6%
22,963
+14.5%
0.38%
+6.9%
Q4 2017$530,000
+121.8%
20,059
+120.5%
0.36%
+162.8%
Q3 2017$239,000
+51.3%
9,099
+45.1%
0.14%
+35.6%
Q2 2017$158,000
+1216.7%
6,273
+1206.9%
0.10%
+1022.2%
Q1 2017$12,0004800.01%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2021
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,009,391$30,675,3845.42%
Paradiem, LLC 223,793$6,801,0692.04%
PAX Financial Group, LLC 273,620$8,315,3121.90%
Legacy Wealth Asset Management, LLC 121,625$3,696,1691.36%
CREATIVE FINANCIAL DESIGNS INC /ADV 332,000$10,089,4861.18%
Inspire Investing, LLC 231,524$7,036,0040.90%
CreativeOne Wealth, LLC 256,177$7,7850.56%
LVZ, Inc. 108,312$3,291,6010.53%
Revisor Wealth Management LLC 15,125$459,6490.39%
AlphaStar Capital Management, LLC 74,819$2,273,7490.28%
View complete list of NORTHERN LTS FD TR IV shareholders