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PTLPTL
7 quarters

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

Yes. AE Wealth Management holds 17,692 shares of PTL, worth $5.1M, as of its Q2 2026 13F filing. It increased the position by 1,350 shares (+8.3%) from Q1 2026. AE Wealth Management has held PTL since Q4 2024, across 7 quarterly 13F filings.

Current Value

$5.1M

Current Shares

17,692

Total Value Change

+$4.8M

Total Shares Change

+16,571

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,692
+8.3%
$5.1M0.0%$286.09
29
2026-Q1
Increased
16,342
+19.1%
$4.1M0.0%$249.84
32
2025-Q4
Increased
13,719
+64.8%
$3.4M0.0%$246.60
39
2025-Q3
Increased
8,325
+103.5%
$2.1M0.0%$246.90
42
2025-Q2
Increased
4,090
+44.7%
$937,8370.0%$226.43
34
2025-Q1
Increased
2,826
+152.1%
$580,7510.0%$202.24
39
2024-Q4
New
1,121
-
$239,1050.0%$209.12
32

Other major holders of PTL: LPL Financial LLC

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