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Northern Lts Fd Tr Iv shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $411k 29k 14.21
2025-06-30 $344k 25k 14.04
2025-03-31 $291k 21k 13.73

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Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

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