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Northern Lights Fund Trust IV

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK

Funds

Data from SEC filings
Series Ticker %Monthly Return ? $Assets #Holdings As of
Anchor Risk Managed Credit Strategies Fund ATCAX, ATCSX 1.86 1.03 0.19 48.82M 4 Aug 2021
Anchor Risk Managed Equity Strategies Fund ATESX, ATEAX 4.48 3.7 2.63 339.63M 5 Aug 2021
Anchor Risk Managed Global Strategies Fund ATGSX, ATAGX 0.77 2.97 2.47 37.77M 4 Aug 2021
Anchor Risk Managed Municipal Strategies Fund ATMSX, ATAMX 1.83 1.02 0.23 19.56M 14 Aug 2021
FormulaFolios Hedged Growth ETF FFHG 5.7 3.59 1.05 51.59M 7 May 2021
FormulaFolios Smart Growth ETF FFSG 3.75 4.05 1.33 47.78M 7 May 2021
FormulaFolios Tactical Growth ETF FFTG 2.21 4.05 4.76 57.12M 5 May 2021
FormulaFolios Tactical Income ETF FFTI -0.02 0.72 0.16 305.55M 8 May 2021
Inspire 100 ETF BIBL 4.73 4.8 2.23 238.25M 101 May 2021
Inspire Corporate Bond Impact ETF IBD -1 0.87 0.44 188.51M 111 May 2021
Inspire Faithward Large Cap Momentum ESG ETF FEVR -5.87 6.16 -0.72 32.13M 43 May 2021
Inspire Faithward Mid Cap Momentum ESG ETF GLRY -6.13 1.14 0.65 51.1M 45 May 2021
Inspire Global Hope ETF BLES 4.09 4.4 3.95 141.25M 306 May 2021
Inspire International ESG ETF WWJD 2.17 4.05 5.3 109.12M 154 May 2021
Inspire Small/Mid Cap Impact ETF ISMD 3.93 2.49 2.35 118.94M 302 May 2021
Inspire Tactical Balanced ESG ETF RISN 3.52 3.8 2.01 92.38M 103 May 2021
LGM Risk Managed Total Return Fund LBETX, LBTTX -0.87 1.21 0 24.14M 3 May 2021
Main BuyWrite Fund BUYWX 3.28 1.51 1.07 125.63M 14 May 2021
Main Sector Rotation ETF SECT 3.56 3.84 1.76 871.73M 16 May 2021
Main Thematic Innovation ETF TMAT -5 0.93 -3.11 68.97M 13 May 2021
Moerus Worldwide Value Fund MOWNX, MOWIX 0.61 2 7.9 43.89M 34 May 2021
Monarch Ambassador Income ETF MAMB -0.07 0.51 0.2 28.85M 10 Aug 2021
Monarch Blue Chips Core ETF MBCC 3.44 3.03 4.07 30.9M 25 Aug 2021
Monarch ProCap ETF MPRO 0.08 0.75 0.19 56.4M 8 Aug 2021
Sterling Capital Focus Equity ETF LCG -1.63 8.6 -2.02 21.39M 24 May 2021
USA Mutuals Navigator Fund UNAVX 0.87 -4.1 0.43 16.14M 3 Jun 2021
USA Mutuals Vitium Global Fund VICAX, VICVX, VICEX, VICCX 3.9 -1.1 -1.98 108.28M 29 Jun 2021

Calendar

16 Aug 21
23 Oct 21
16 Sep 22

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

13F holders
Current Prev Q Change
Total holders 62 68 -8.8%
Opened positions 6 14 -57.1%
Closed positions 12 4 +200.0%
Increased positions 19 30 -36.7%
Reduced positions 31 15 +106.7%
13F shares
Current Prev Q Change
Total value 2.13B 1.49B +43.4%
Total shares 3.29M 5.81M -43.4%
Total puts 0 0
Total calls 0 0
Total put/call ratio
Largest owners
Shares Value Change
Inspire Advisors 486.15K $20.74M -59.3%
Change Path 485.75K $20.73M +9.9%
CWM Advisors 250.04K $10.67M -61.0%
Creative Financial Designs 210.02K $8.96M -54.6%
LPLA LPL Financial 188.98K $8.06M -3.4%
Advisor 187.2K $7.99M +2.8%
E Six Thirteen 180.09K $7.99M -53.0%
GS Goldman Sachs 154.38K $6.59M +191.1%
Ambassador Advisors 132.62K $5.66M -51.9%
Financial Advocates Investment Management 121.44K $5.18M -35.8%
Largest transactions
Shares Bought/sold Change
Inspire Advisors 486.15K -708.59K -59.3%
CWM Advisors 250.04K -391.85K -61.0%
Creative Financial Designs 210.02K -252.99K -54.6%
E Six Thirteen 180.09K -202.84K -53.0%
Keel Point 45.73K -160.33K -77.8%
OneAscent Financial Services 0 -151.83K EXIT
OneAscent Wealth Management 0 -151.83K EXIT
Ambassador Advisors 132.62K -142.93K -51.9%
GS Goldman Sachs 154.38K +101.34K +191.1%
Legacy Wealth Asset Management 0 -91.37K EXIT

Current reports

No filings