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Northern Lts Fd Tr Iv shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $158k 11k 14.21
2025-06-30 $160k 11k 14.04
2025-03-31 $2.0M 145k 13.73
2024-12-31 $1.3M 92k 13.94
2024-09-30 $695k 50k 13.94

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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