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Northern Lts Fd Tr Iii shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Northern Lts Fd Tr Iii (CPAI) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning 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 ATX Financial Planning 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 ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $489k 9.4k 51.96

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Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust St Str P500etf (SPYM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ultra Short Dur (ICSH)
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)

View all positions for ATX Financial Planning

Top funds holding Northern Lts Fd Tr Iii

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

View all funds holding Northern Lts Fd Tr Iii