NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 43 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,220 | -6.7% | 1,909 | -4.8% | 0.00% | – |
| Q2 2023 | $46,319 | -1.1% | 2,006 | +0.3% | 0.00% | – |
| Q1 2023 | $46,820 | +1.6% | 2,000 | 0.0% | 0.00% | – |
| Q4 2022 | $46,080 | +2.4% | 2,000 | 0.0% | 0.00% | – |
| Q3 2022 | $45,000 | -4.3% | 2,000 | 0.0% | 0.00% | – |
| Q2 2022 | $47,000 | -4.1% | 2,000 | 0.0% | 0.00% | – |
| Q1 2022 | $49,000 | – | 2,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Financial Services LLC | 842,372 | $22,154,000 | 11.56% |
| Faithward Advisors, LLC | 1,189,389 | $31,281,000 | 7.57% |
| Inspire Investing, LLC | 579,161 | $15,232,000 | 4.19% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 322,549 | $8,483,000 | 2.09% |
| Values First Advisors, Inc. | 42,001 | $1,105,000 | 1.02% |
| CreativeOne Wealth, LLC | 209,904 | $5,520,000 | 0.77% |
| Atria Investments, Inc | 917,297 | $24,125,000 | 0.73% |
| LVZ, Inc. | 45,527 | $1,197,000 | 0.25% |
| StoneX Group Inc. | 27,266 | $718,000 | 0.23% |
| AlphaStar Capital Management, LLC | 38,790 | $1,025,000 | 0.20% |