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Northern Lts Fd Tr Iv a shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv a (BLES) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Northern Lts Fd Tr Iv a

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv a held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv a by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $810k 19k 42.46
2025-06-30 $822k 20k 40.64
2025-03-31 $766k 20k 37.73
2024-12-31 $522k 14k 36.99
2024-09-30 $520k 13k 39.51
2024-06-30 $766k 21k 36.51
2024-03-31 $368k 9.8k 37.59
2023-12-31 $326k 9.1k 35.69

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

Top funds holding Northern Lts Fd Tr Iv a

LPL Financial
CWM
UBS Group
Inspire Advisors
OneAscent Financial Services
Assetmark
Atria Investments
Sowell Financial Services
AlphaStar Capital Management
Frontier Asset Management
Envestnet Asset Management
Range Financial Group
Gts Securities
Keel Point
CWM Advisors

View all funds holding Northern Lts Fd Tr Iv a