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Northern Lts Fd Tr Iv shares owned by Forge Financial Services

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

Historical chart of Forge Financial Services investment in Northern Lts Fd Tr Iv

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv held by Forge Financial Services 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 Forge Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 825 248.19

More positions owned by Forge Financial Services

First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded SHS (FDL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Forge Financial Services

Top funds holding Northern Lts Fd Tr Iv

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

View all funds holding Northern Lts Fd Tr Iv