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Northern Lts Fd Tr Iv shares owned by Win Advisors

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

Historical chart of Win Advisors 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 Win Advisors 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 Win Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $575k 2.3k 250.55

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Invesco Exchange Traded Fd T Large Cap Growth (PWB)
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Harbor Etf Trust Harbor Commodity (HGER)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Wellington Us Momentum (VFMO)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Ssga Active Etf Tr State Street Glo (GAL)
Spdr Series Trust State Street Spd (CWB)
Wisdomtree Tr Us Largecap Fund (EPS)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded A Com Shs (FTC)

View all positions for Win Advisors

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

View all funds holding Northern Lts Fd Tr Iv