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Northern Lts Fd Tr Iv shares owned by Sound Financial Strategies Group

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

Historical chart of Sound Financial Strategies Group investment in Northern Lts Fd Tr Iv

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All positions including Northern Lts Fd Tr Iv held by Sound Financial Strategies Group 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 Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 12k 249.25
2025-06-30 $2.9M 13k 229.30
2025-03-31 $2.8M 13k 205.50

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Ishares Tr Msci Usa Mmentm (MTUM)
First Tr Exchange-traded SHS (QQEW)
Kraneshares Trust Hedgeye Hedged E (KSPY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for Sound Financial Strategies Group

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