BAMA — NORTHERN LTS FD TR IV

Ownership history in UBS Group AG  ·  7 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in NORTHERN LTS FD TR IV (BAMA). 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 Q3 REDUCED 74 -101 -57.7% 0.00% $2K $33.21
2025 Q2 REDUCED 175 -460 -72.4% 0.00% $6K $31.52
2025 Q1 REDUCED 635 -86 -11.9% 0.00% $19K $29.37
2024 Q4 ADDED 721 +626 +658.9% 0.00% $22K $30.11
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BAMA price (monthly, adj. close)

Other funds also holding BAMA

As of 2025 Q4 — sorted by position size

Brookstone Capital Management 3Y 7Y 0.49% Chris Bulman Inc 0.12% AlphaStar Capital Management, LLC 3Y 7Y 0.04% GTS SECURITIES LLC 0.02% Simplicity Wealth,LLC 3Y 0.02% Anfield Capital Management, LLC 3Y 0.0% Camelot Portfolios, LLC 3Y 7Y 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% Wealth Watch Advisors, INC 0.0%
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