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Northern Lts Fd Tr Iv shares owned by Pettinga Financial Advisors

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

Historical chart of Pettinga Financial Advisors 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 Pettinga Financial Advisors 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 Pettinga Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 13k 249.25
2025-06-30 $1.8M 8.0k 229.30

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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Spdr Gold Tr Gold Shs (GLD)
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pettinga Financial Advisors

Top funds holding Northern Lts Fd Tr Iv

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

View all funds holding Northern Lts Fd Tr Iv