Northern Lights Fund Trust IV has filed its latest financial report, revealing important insights into its asset management strategy and portfolio composition. This filing is particularly significant as it showcases the fund's current financial health and investment strategy, which could influence investor confidence and market trends.

Background

Northern Lights Fund Trust IV is an investment entity based in Cincinnati, Ohio. The fund primarily operates under the SEC Act of 1940 and is registered under the file number 811-23066. The trust focuses on managing a diverse range of investment portfolios.

What the Filing Says

The recent filing, dated October 29, 2026, details the fund's total assets amounting to approximately $249.56 million, with total liabilities reported at $105,769.07. The net assets stand at about $249.45 million. The filing also highlights the fund's investment in various securities, including notable companies like Celestica Inc and Credicorp Ltd. The report indicates a monthly total return of 4.52% for the fund's primary class of shares, the Inspire Fidelis Multi Factor ETF.

Impact

This update may affect investors and stakeholders interested in the investment management industry, particularly those focused on funds that offer diverse portfolios. The reported returns and asset allocations might influence how other funds in the sector position themselves in the current market environment.

What's Next

The filing does not say what happens next.