Northern Lights Fund Trust IV has filed its latest financial report, shedding light on its asset management and investment strategies. This update is significant as it provides insights into the company’s financial health and could influence competitive dynamics within the investment industry.

Background

Northern Lights Fund Trust IV is an investment entity based in Cincinnati, Ohio. The company is registered under the Central Index Key (CIK) number 0001644419. It focuses on managing various investment funds, including the Monarch Blue Chips Elite Index ETF. The company has been active in filing reports, with recent submissions including multiple NPORT-P forms on October 29, 2026.

What the Filing Says

The recent filing, dated October 29, 2026, reveals that as of August 31, 2026, the total assets under management for Northern Lights Fund Trust IV amounted to approximately $301.1 million. The report indicates total liabilities of about $102.7 million, leading to net assets of approximately $198.4 million. The filing also includes details about the fund's monthly total returns, with a reported return of 3.54% for one month, -13.1% for another, and 4.77% for a third month.

Impact

This financial update may affect various stakeholders, including investors, fund managers, and competitors in the investment sector. Investors will likely analyze these figures to gauge the fund's performance and make informed decisions. Competitors may use this information to benchmark their performance and adjust their strategies accordingly.

What's Next

The filing does not say what happens next.