Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Northern Lights Fund Trust IV - Main Sector Rotation ETF comprennent 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, et Raymond James Financial Inc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
