Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Northern Lights Fund Trust IV - Main Sector Rotation ETF inkluderar Tactive Advisors, LLC, Gibbs Wealth Management, Triad Wealth Partners, LLC, Tripletail Wealth Management, LLC, Armis Advisers, LLC, J.w. Cole Advisors, Inc., Aqr Capital Management Llc, Buck Wealth Strategies, LLC, Perigon Wealth Management, LLC, Signal Advisors Wealth, LLC, och Raymond James Financial Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 3 840 | 44,47 | 223 | 64,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 802 | 24,10 | 105 | 40,54 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 26 460 | 1 537 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 88 809 | 60,37 | 5 157 | 82,42 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 116 273 | 7,55 | 6 773 | 22,35 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 804 635 | 6,70 | 46 999 | 33,06 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 512 662 | 27,87 | 29 770 | 45,43 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 10 523 | 607 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 10 658 | 621 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6 456 | 0,59 | 387 | 17,68 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11 472 | 21,01 | 666 | 37,60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 844 | 339 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 230 000 | 0,89 | 13 664 | 18,13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 980 | 5,15 | 57 | 9,80 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 320 140 | 2,27 | 18 591 | 16,31 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 41 995 | 0,68 | 2 439 | 14,51 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 596 | 499 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 20 094 | 19,72 | 1 167 | 36,21 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 877 | 225 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 425 082 | 1,48 | 24 684 | 15,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 094 863 | 16,90 | 63 579 | 32,94 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 48 566 | 2 820 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 28 471 | 1 653 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5 437 | 316 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 20 809 | 65,97 | 1 208 | 88,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 157 823 | 21,00 | 9 165 | 37,60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 517 | 30 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 39 586 | 2,38 | 2 299 | 16,41 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 42 406 | 9,42 | 2 463 | 24,47 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 569 987 | 1,77 | 33 099 | 15,75 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8 511 | 494 | ||||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 18 510 | 1 098 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4 218 | 245 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14 365 | 7,17 | 834 | 21,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 958 356 | 50,16 | 171 792 | 70,77 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 48 478 | 3,47 | 2 815 | 17,68 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 44 138 | 1,23 | 2 563 | 6,97 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17 575 | 97,74 | 1 021 | 125,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 666 366 | 3 879,94 | 387 116 | 4 426,61 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 777 | 219 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 155 435 | 5,72 | 9 026 | 20,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31 964 | 299,05 | 1 856 | 354,90 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25 131 | 14,92 | 1 459 | 30,85 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 82 106 | 16,23 | 4 770 | 27,65 |
