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BUYWBUYW
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in NORTHERN LTS FD TR IV

AE Wealth Management LLC holds 10,015 shares of BUYW (NORTHERN LTS FD TR IV), worth $144,724 as of 2026-Q2. The position was increased (+8.8% shares). BUYW represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$144,724

Current Shares

10,015

Total Value Change

-$1.7M

Total Shares Change

-124,784

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10,015
+8.8%
$144,7240.0%$14.38
24
2026-Q1
Decreased
9,205
-7.6%
$129,6040.0%$13.80
0
2025-Q4
Decreased
9,958
-17.3%
$142,5950.0%$13.83
0
2025-Q3
Increased
12,043
+153.0%
$171,1250.0%$13.52
36
2025-Q2
Decreased
4,760
-90.5%
$66,8380.0%$13.15
0
2025-Q1
Decreased
50,220
-62.7%
$689,5190.0%$12.67
0
2024-Q4
New
134,799
-
$1.9M0.0%$12.67
36

Other major holders of BUYW: Orion Porfolio Solutions, LLC, LPL Financial LLC

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