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Northern Lts Fd Tr Iv inspire smal etf shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv inspire smal etf (ISMD) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Northern Lts Fd Tr Iv inspire smal etf

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All positions including Northern Lts Fd Tr Iv inspire smal etf held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv inspire smal etf by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $842k 22k 38.86
2025-06-30 $669k 19k 35.53
2025-03-31 $451k 13k 34.12
2024-12-31 $237k 6.3k 37.52

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Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Northern Lts Fd Tr Iv inspire smal etf

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CWM
Sound Financial Strategies Group
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Cambridge Investment Research Advisors
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