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Northern Lts Fd Tr Ii shares owned by Trademark Financial Management

Quarter-by-quarter ownership of Northern Lts Fd Tr Ii (WCPB) shares owned by Trademark Financial Management from 13F filings

Historical chart of Trademark Financial Management investment in Northern Lts Fd Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Ii held by Trademark Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Ii by Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $331k 13k 25.29

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ea Series Trust Freedom 100 Em (FRDM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Gold Tr Ishares New (IAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for Trademark Financial Management

Top funds holding Northern Lts Fd Tr Ii

New Perspectives
SMI Advisory Services
Clear Trail Advisors
PFW Advisors
Stapp Wealth Management, P
LexAurum Advisors
Farther Finance Advisors
Sigma Planning
Rainier Family Wealth
HighTower Advisors
Goldman Sachs Group
Toth Financial Advisory Corporation
Trademark Financial Management
Commonwealth Equity Services
Brookwood Investment Group

View all funds holding Northern Lts Fd Tr Ii