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Northern Lts Fd Tr Iv shares owned by Betterment

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Northern Lts Fd Tr Iv

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All positions including Northern Lts Fd Tr Iv held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv by Betterment

Quarter filed Position value Share count Share price at filing
2026-06-30 $351k 1.2k 285.83

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded Core Plus Bd Etf (JCPB)
SPDR State Street Global Advisors State Street Spd (SPMD)
SPDR State Street Global Advisors State Street Spd (SPSM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Activebeta Us Lg (GSLC)

View all positions for Betterment

Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
OneAscent Financial Services
LPL Financial
Plan A Wealth
Creative Financial Designs
Christian Investment Advisors
Strategic Equity Management
Silver Oak Securities
Stifel Financial
Geneos Wealth Management
United Capital Financial Advisers
Moneywise
CWM Advisors
Belpointe Asset Management
Investment Research Partners

View all funds holding Northern Lts Fd Tr Iv