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Northern Lts Fd Tr Iv shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 813 286.24

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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