NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 40 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,073 | +146.2% | 2,140 | +152.1% | 0.00% | – |
| Q2 2023 | $36,583 | -37.9% | 849 | -41.5% | 0.00% | – |
| Q1 2023 | $58,911 | +78.9% | 1,451 | +70.9% | 0.00% | – |
| Q4 2022 | $32,933 | +9.8% | 849 | 0.0% | 0.00% | – |
| Q3 2022 | $30,000 | -3.2% | 849 | 0.0% | 0.00% | – |
| Q2 2022 | $31,000 | -13.9% | 849 | 0.0% | 0.00% | – |
| Q1 2022 | $36,000 | -5.3% | 849 | 0.0% | 0.00% | – |
| Q4 2021 | $38,000 | +192.3% | 849 | +165.3% | 0.00% | – |
| Q2 2021 | $13,000 | +8.3% | 320 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | – | 320 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 18,328,629 | $771,452,002 | 9.32% |
| Madrona Financial Services, LLC | 479,564 | $20,184,835 | 9.22% |
| McAlister, Sweet & Associates, Inc. | 53,098 | $2,234,895 | 1.90% |
| Main Management LLC | 397,483 | $16,730 | 1.70% |
| GeoWealth Management, LLC | 338,560 | $14,250 | 1.62% |
| WealthPLAN Partners, LLC | 274,497 | $11,553,578 | 1.34% |
| LifePro Asset Management | 20,423 | $859,604 | 0.71% |
| Lunt Capital Management, Inc. | 26,108 | $1,098,886 | 0.58% |
| Independent Wealth Network Inc. | 19,007 | $800,005 | 0.49% |
| TOWNSQUARE CAPITAL LLC | 475,800 | $20,026,401 | 0.36% |