BAMU — NORTHERN LTS FD TR IV

Ownership history in AE Wealth Management LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in NORTHERN LTS FD TR IV (BAMU). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 407 — — 0.00% $10K $25.08
% of Fund (quarterly)    BAMU price (monthly, adj. close)

Other funds also holding BAMU

As of 2025 Q4 — sorted by position size

Brookstone Capital Management 3Y 7Y 0.78% Simplicity Wealth,LLC 3Y 0.02% GTS SECURITIES LLC 0.02% AlphaStar Capital Management, LLC 3Y 7Y 0.02% Camelot Portfolios, LLC 3Y 7Y 0.01% Wealth Watch Advisors, INC 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% UBS Group AG 3Y 7Y 0.0% JPMORGAN CHASE & CO 3Y 7Y 0.0%
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