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Holdings (Monthly) Guide ↗

Anchor Risk Managed Income Strategies Fund

· Northern Lights Fund Trust IV
Monthly Holdings $23M AUM 16 positions Period May 2026 Filed Jul 9, 2026 EDGAR ↗ ← All Funds
All 1 New 1 Added 1 Reduced 3 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 J.P. MORGAN EXCHANGE-TRADED FUND TRUST 46654Q203 Feb 2026 74,000 +37,000 $4.5M +110.7% 19.84% EC
2 GLOBAL X FUNDS 37954Y483 Feb 2026 169,500 $3.1M +2.8% 13.43% EC
3 PIMCO DYNAMIC INCOME FUND 72201Y101 Feb 2026 124,300 $2.1M -6.8% 9.14% EC
4 PIMCO DYNAMIC INCOME OPPORTUNITIES FUND 69355M107 Feb 2026 134,500 $1.8M -5.7% 7.75% EC
5 FIRST TRUST EXCHANGE-TRADED FUND VI 33738R407 Feb 2026 74,000 $1.6M +7.4% 7.11% EC
6 FIRST TRUST EXCHANGE-TRADED FUND VI 33738R308 Feb 2026 67,000 $1.6M +0.6% 6.99% EC
7 TIDAL TRUST II 88636J154 Feb 2026 54,833 $1.4M +11.9% 5.94% EC
8 TIDAL TRUST II 88636J147 Feb 2026 40,000 $1.2M +2.0% 5.45% EC
9 BLACKROCK SCIENCE & TECHNOLOGY TERM TRUST 09260K101 Feb 2026 35,000 $1.1M +33.6% 4.66% EC
10 FIRST AMERICAN FUNDS INC 31846V336 Feb 2026 1,030,369 -3,919,353 $1.0M -79.2% 4.52% STIV
11 BLACKROCK SCIENCE AND TECHNOLOGY TRUST 09258G104 Feb 2026 18,000 $892K +23.2% 3.91% EC
12 ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC 01879R106 May 2026 80,000 NEW $826K 3.62% EC
13 NEOS ETF TRUST 78433H576 Feb 2026 14,000 $785K +5.2% 3.44% EC
J P Morgan Exchange Traded Fund Trust 46641Q332 40,000 SOLD $2.4M
abrdn Total Dynamic Dividend Fund 00326L100 80,000 SOLD $0.8M
CHICAGO MERCANTILE EXCHANGE N/A -15 SOLD $-0.0M