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Northern Lts Fd Tr Iv a shares owned by Moneywise

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

Historical chart of Moneywise investment in Northern Lts Fd Tr Iv a

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All positions including Northern Lts Fd Tr Iv a held by Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2025-09-30 $958k 23k 42.46
2025-06-30 $828k 20k 40.64
2025-03-31 $703k 19k 37.73

More positions owned by Moneywise

Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Strategy Eventide Us Mrkt (ESUM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Moneywise

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