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Northern Lts Fd Tr Iv a shares owned by McElhenny Sheffield Capital Management

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv a (BLES) shares owned by McElhenny Sheffield Capital Management from 13F filings

Historical chart of McElhenny Sheffield Capital Management 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 McElhenny Sheffield Capital Management 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 McElhenny Sheffield Capital Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $233k 240k 0.97
2021-09-30 $212k 5.6k 38.10

More positions owned by McElhenny Sheffield Capital Management

Etf Ser Solutions Mcelhenny Shefld (MSMR)
Proshares Tr Ultrapro Qqq (TQQQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Aer Def Etf (ITA)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Microsoft Corporation (MSFT)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Abbott Laboratories (ABT)
Wal-Mart Stores (WMT)

View all positions for McElhenny Sheffield Capital Management

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