SECT — NORTHERN LTS FD TR IV

Ownership history in Axiom Advisory, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Axiom Advisory, LLC reported a position in NORTHERN LTS FD TR IV (SECT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2023 Q4)
Avg. % of fund
0.21%
First filed
2023 Q4
Last filed
2024 Q2
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 ADDED 356,950 +350,900 +5800.0% 0.19% $17.8M $50.74
2024 Q1 UNCHANGED 6,050 — 0% 0.22% $305K $50.04
2023 Q4 INITIATED 6,050 — — 0.23% $282K —
% of Fund (quarterly)    SECT price (monthly, adj. close)

Other funds also holding SECT

As of 2025 Q4 — sorted by position size

Copley Financial Group, Inc. 12.03% Silver Grove Financial Group, Inc. 8.74% AMG Asset Management Group, Inc. 8.54% Orion Porfolio Solutions, LLC 3Y 7Y 8.28% Madrona Financial Services, LLC 3Y 7Y 5.89% Echo45 Advisors LLC 3Y 2.5% Encompass More Asset Management 2.36% Main Management LLC 3Y 7Y 1.89% PACIFIC FINANCIAL GROUP INC 3Y 7Y 1.82% GeoWealth Management, LLC 3Y 1.22%
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