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Northern Lts Fd Tr Iv shares owned by SageOak Financial

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

Historical chart of SageOak Financial 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 SageOak Financial 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 SageOak Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 5.7k 249.25
2025-06-30 $1.3M 5.8k 229.30
2025-03-31 $1.8M 8.8k 205.50

More positions owned by SageOak Financial

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Tidal Trust I SP FDS S&P 500 (SPUS)
Dimensional Etf Trust Global Real Est (DFGR)
Strategy Eventide Us Mrkt (ESUM)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for SageOak Financial

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