Purchases and Sales Made in Q3 2025 in Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD) during Q3 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
124K+ 78.42% |
$4.19M - $4.41M
|
282K
$9.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31.9K+ 34.1% |
$1.08M - $1.14M
|
126K
$4.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25K+ 407.69% |
$843K - $888K
|
31.1K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.25K+ 13.99% |
$312K - $329K
|
75.4K
$2.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8.35K+ 3.36% |
$282K - $297K
|
257K
$9.1M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
7.26KNew |
$245K - $258K
|
7.26K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.13K+ 26.43% |
$241K - $253K
|
34.1K
$1.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
6.33K+ 13.48% |
$214K - $225K
|
53.3K
$1.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.62K+ 13.51% |
$190K - $200K
|
47.2K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.31K+ 6.34% |
$179K - $189K
|
89.1K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.7K+ 10.75% |
$91.1K - $95.9K
|
27.8K
$984K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
785New |
$26.5K - $27.9K
|
785
$27.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
668+ 1.51% |
$22.6K - $23.7K
|
45K
$1.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
570+ 1.21% |
$19.2K - $20.3K
|
47.9K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
333+ 2.06% |
$11.2K - $11.8K
|
16.5K
$584K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
204+ 11.41% |
$6.89K - $7.25K
|
1.99K
$70.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
89+ 1.19% |
$3K - $3.16K
|
7.57K
$268K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-244- 2.65% |
$8.24K - $8.67K
|
8.96K
$317K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-272- 0.47% |
$9.18K - $9.67K
|
57.5K
$2.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-815- 8.71% |
$27.5K - $29K
|
8.54K
$302K
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.02K- 9.14% |
$34.4K - $36.3K
|
10.1K
$359K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.1K- 7.99% |
$37K - $38.9K
|
12.6K
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.18K- 24.58% |
$39.9K - $42K
|
3.63K
$128K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.29K- 11.16% |
$43.5K - $45.8K
|
10.3K
$363K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.31K- 2.52% |
$77.9K - $82K
|
89.3K
$3.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.06K- 0.9% |
$103K - $109K
|
337K
$11.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.93K- 37.49% |
$200K - $211K
|
9.89K
$350K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-10.8K- 9.98% |
$366K - $385K
|
97.7K
$3.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-11.1K- 0.43% |
$374K - $394K
|
2.58M
$91.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12.7K- 55.54% |
$427K - $450K
|
10.1K
$358K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-16.1K- 3.43% |
$542K - $571K
|
452K
$16M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-66.7K- 50.14% |
$2.25M - $2.37M
|
66.4K
$2.35M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-192K- 68.16% |
$6.49M - $6.84M
|
89.9K
$3.18M
|