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Northern Lts Fd Tr Iv shares owned by Moneywise

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

Historical chart of Moneywise 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 Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.1M 36k 198.76

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Pacer Fds Tr Pacer Us Small (CALF)
American Centy Etf Tr Us Quality Grow (QGRO)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Columbia Etf Tr I Multi Sec Muni (MUST)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Total Usd (IUSB)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Moneywise

Top funds holding Northern Lts Fd Tr Iv

OneAscent Financial Services
Inspire Advisors
Strategic Equity Management
PAX Financial Group
Moneywise
CWM Advisors
Gts Securities
Belpointe Asset Management
Commonwealth Equity Services
ValMark Advisers
CWM
Cambridge Investment Research Advisors
Continuum Advisory
CFO4Life
Creative Financial Designs

View all funds holding Northern Lts Fd Tr Iv