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Northern Lts Fd Tr Ii shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Northern Lts Fd Tr Ii (ESN) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Northern Lts Fd Tr Ii

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All positions including Northern Lts Fd Tr Ii held by Mowery & Schoenfeld Wealth Management 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 69k 19.88

More positions owned by Mowery & Schoenfeld Wealth Management

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Wal-Mart Stores (WMT)
Northern Lts Fd Tr Ii Essen 40 Stk Etf (ESN)
Caterpillar (CAT)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Northern Lts Fd Tr Ii

Sanctuary Advisors
Legacy Financial Group
Raymond James Financial
UBS Group
Harbour Investments
Atria Investments
KKM Financial
CWM
Rockefeller Capital Management
LPL Financial
Breakthru Advisory Services
Bank of New York Mellon
Mowery & Schoenfeld Wealth Management
Quantum Private Wealth
Equitable Holdings

View all funds holding Northern Lts Fd Tr Ii