NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 47 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,485 | -11.8% | 2,527 | -7.4% | 0.00% | – |
| Q2 2023 | $91,241 | -33.7% | 2,729 | -35.0% | 0.00% | – |
| Q1 2023 | $137,676 | -4.2% | 4,200 | -8.7% | 0.00% | – |
| Q4 2022 | $143,750 | -10.7% | 4,600 | -20.7% | 0.00% | – |
| Q3 2022 | $161,000 | -15.7% | 5,800 | -8.7% | 0.00% | – |
| Q2 2022 | $191,000 | -24.8% | 6,350 | -10.0% | 0.00% | – |
| Q1 2022 | $254,000 | – | 7,054 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Investing, LLC | 391,480 | $10,871,000 | 2.99% |
| OneAscent Financial Services LLC | 104,347 | $2,898,000 | 1.51% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 186,106 | $5,168,000 | 1.28% |
| CreativeOne Wealth, LLC | 234,989 | $6,526,000 | 0.91% |
| Harvest Investment Services, LLC | 42,026 | $1,167,000 | 0.67% |
| AlphaStar Capital Management, LLC | 79,564 | $2,276,000 | 0.46% |
| Keel Point, LLC | 135,193 | $3,754,000 | 0.34% |
| Strategic Blueprint, LLC | 16,482 | $458,000 | 0.14% |
| Faithward Advisors, LLC | 19,284 | $536,000 | 0.13% |
| Financial Advocates Investment Management | 45,941 | $1,276,000 | 0.11% |