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Northern Lts Fd Tr Iv shares owned by Assetmark

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (BUYW) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Northern Lts Fd Tr Iv

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All positions including Northern Lts Fd Tr Iv held by Assetmark 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 Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $624 44 14.20
2025-06-30 $2.6k 186 14.04
2025-03-31 $1.7k 123 13.73
2023-03-31 $5.3k 404 13.24

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Top funds holding Northern Lts Fd Tr Iv

CLS Investments
LPL Financial
Main Management
Advisor Group Holdings
Envestnet Asset Management
Encompass More Asset Management
Virtue Capital Management
CWM
Potomac Fund Management
San Luis Wealth Advisors
Madrona Financial Services
Echo45 Advisors
Gwn Securities
Cetera Investment Advisers
Copley Financial Group

View all funds holding Northern Lts Fd Tr Iv