BUYW — NORTHERN LTS FD TR IV

Ownership history in Advisory Services Network, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in NORTHERN LTS FD TR IV (BUYW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q4)
Avg. % of fund
0.0%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,753 -25,615 -93.6% 0.00% $25K $13.86
2023 Q4 INITIATED 27,368 — — 0.01% $369K —
% of Fund (quarterly)    BUYW price (monthly, adj. close)

Other funds also holding BUYW

As of 2025 Q4 — sorted by position size

Main Management LLC 3Y 7Y 8.28% Encompass More Asset Management 6.38% AMG Asset Management Group, Inc. 5.55% Echo45 Advisors LLC 3Y 2.54% Orion Porfolio Solutions, LLC 3Y 7Y 2.28% Copley Financial Group, Inc. 1.97% San Luis Wealth Advisors LLC 3Y 1.89% Madrona Financial Services, LLC 3Y 7Y 1.01% Silver Grove Financial Group, Inc. 0.94% Tactive Advisors, LLC 0.85%
← Back to Advisory Services Network, LLC Holdings