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Northern Lts Fd Tr Iv shares owned by Strategic Equity Management

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

Historical chart of Strategic Equity Management 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 Strategic Equity Management 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 Strategic Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 83k 213.52
2024-06-30 $15M 75k 198.76

More positions owned by Strategic Equity Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ii Flexible Income (BINC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Eafe Value Etf (EFV)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Strategic Equity Management

Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
Strategic Equity Management
Moneywise
PAX Financial Group
CWM Advisors
Silver Oak Securities
LPL Financial
Belpointe Asset Management
Commonwealth Equity Services
Raymond James Financial Services Advisors
CWM
ValMark Advisers
Cambridge Investment Research Advisors
Creative Financial Designs
Continuum Advisory

View all funds holding Northern Lts Fd Tr Iv