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Northern Lts Fd Tr Iii shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Northern Lts Fd Tr Iii (CPAI) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Northern Lts Fd Tr Iii

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iii held by Amplius 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 Iii by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $647k 12k 51.96

More positions owned by Amplius Wealth Advisors

Ea Series Trust Amplius Aggressv (AAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Global 100 Etf (IOO)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Columbia Etf Tr I Core Bond Etf (CRUX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Amplius Wealth Advisors

Top funds holding Northern Lts Fd Tr Iii

Counterpoint Mutual Funds
Raymond James Financial
U.S. Capital Wealth Advisors
LPL Financial
Nilsine Partners
Insigneo Advisory Services
Advisor Group Holdings
Independent Financial Group
Cetera Investment Advisers
Inscription Capital
Concurrent Investment Advisors
Steward Partners Investment Advisory
Equitable Holdings
Royal Bank of Canada
Outlook Wealth Advisors

View all funds holding Northern Lts Fd Tr Iii