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Northern Lts Fd Tr Ii shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Northern Lts Fd Tr Ii (ESN) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments investment in Northern Lts Fd Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Ii held by Bruce G. Allen Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Ii by Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.1k 411 17.16

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Schwab Us Dividend Equity Etf Etf (SCHD)
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Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vanguard Mid-cap Value Etf Etf (VOE)
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Ishares Russell 1000 Value Etf Etf (IWD)
Ge Aerospace Stock (GE)
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View all positions for Bruce G. Allen Investments

Top funds holding Northern Lts Fd Tr Ii

Sanctuary Advisors
Legacy Financial Group
Breakthru Advisory Services
UBS Group
KKM Financial
Atria Investments
Harbour Investments
Cambridge Investment Research Advisors
Rockefeller Capital Management
Bank of New York Mellon
LPL Financial
Quantum Private Wealth
Equitable Holdings
Janney Montgomery Scott
Commonwealth Equity Services

View all funds holding Northern Lts Fd Tr Ii