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Northern Lts Fd Tr Iv shares owned by Columbia Advisory Partners

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

Historical chart of Columbia Advisory Partners 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 Columbia Advisory Partners 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 Columbia Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 223k 13.67
2023-12-31 $2.7M 200k 13.48
2023-09-30 $2.3M 173k 13.30
2023-06-30 $1.8M 135k 13.50
2023-03-31 $1.7M 128k 13.24

More positions owned by Columbia Advisory Partners

Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr Indl (XLI)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Microsoft Corporation (MSFT)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Amazon (AMZN)
Costco Wholesale Corporation (COST)

View all positions for Columbia Advisory Partners

Top funds holding Northern Lts Fd Tr Iv

Orion Portfolio Solutions
Main Management
Encompass More Asset Management
Madrona Financial Services
Advisor Group Holdings
Echo45 Advisors
Atria Wealth Solutions
Balyasny Asset Management
Columbia Advisory Partners
Atria Investments
Townsquare Capital
Atlas Financial Advisors
FTB Advisors
Allen Mooney & Barnes Investment Advisors
Feltz Wealth PLAN

View all funds holding Northern Lts Fd Tr Iv