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Northern Lts Fd Tr Iv shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (BAMA) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Northern Lts Fd Tr Iv

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 9.7k 33.51
2025-03-31 $221k 7.4k 29.84
2024-09-30 $392k 13k 30.55
2024-06-30 $384k 13k 29.29

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View all positions for Simplicity Wealth

Top funds holding Northern Lts Fd Tr Iv

Brookstone Capital Management
Gts Securities
Simplicity Wealth
Susquehanna International
Chris Bulman
Advisor Group Holdings
Harbour Investments
Anfield Capital Management
UBS Group

View all funds holding Northern Lts Fd Tr Iv