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Northern Lts Fd Tr Iv shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 823 250.51
2025-03-31 $210k 1.0k 205.53
2024-09-30 $225k 1.1k 213.47

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Top funds holding Northern Lts Fd Tr Iv

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

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