Legacy Financial Group »

Northern Lts Fd Tr Ii shares owned by Legacy Financial Group

Quarter-by-quarter ownership of Northern Lts Fd Tr Ii (ESN) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group 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 Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Northern Lts Fd Tr Ii by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $28M 1.8M 16.04
2025-03-31 $1.9M 123k 15.34
2024-12-31 $1.9B 125k 14862.53

More positions owned by Legacy Financial Group

J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core S&p Us Gwt (IUSG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Index Fds Small Cp Etf (VB)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)

View all positions for Legacy Financial Group

Top funds holding Northern Lts Fd Tr Ii

Legacy Financial Group
Breakthru Advisory Services
UBS Group
KKM Financial
Atria Investments
Harbour Investments
Rockefeller Capital Management
Bank of New York Mellon
Cambridge Investment Research Advisors
LPL Financial
Savoie Capital
Equitable Holdings
Quantum Private Wealth
CWM
Hanson McClain Advisors

View all funds holding Northern Lts Fd Tr Ii