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PTL6 quarters
Position history for FWFocus Partners Wealth's holdings in NORTHERN LTS FD TR IV
Yes. Focus Partners Wealth holds 22,133 shares of PTL, worth $6.3M, as of its Q2 2026 13F filing. It increased the position by 906 shares (+4.3%) from Q1 2026. Focus Partners Wealth has held PTL since Q1 2025, across 6 quarterly 13F filings.
Current Value
$6.3M
Current Shares
22,133
Total Value Change
+$4.1M
Total Shares Change
+11,143
Quarter-by-Quarter History
Other major holders of PTL: LPL Financial LLC