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Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in NORTHERN LTS FD TR IV

Envestnet Portfolio Solutions, Inc. holds 52,512 shares of BUYW (NORTHERN LTS FD TR IV), worth $758,798 as of 2026-Q2. The position was increased (+4.4% shares). BUYW represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$758,798

Current Shares

52,512

Total Value Change

+$51,779

Total Shares Change

+1,793

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
52,512
+4.4%
$758,7980.0%$14.38
26
2026-Q1
Increased
50,293
+37.1%
$708,1250.0%$13.80
32
2025-Q4
Increased
36,692
+7.1%
$525,4290.0%$13.83
26
2025-Q3
Decreased
34,255
-27.4%
$486,7640.0%$13.52
0
2025-Q2
Decreased
47,188
-70.0%
$662,5260.0%$13.15
0
2025-Q1
Increased
157,561
+20.1%
$2.2M0.0%$12.67
31
2024-Q4
Increased
131,168
+158.6%
$1.8M0.0%$12.67
42
2024-Q3
Increased
50,719
+7.4%
$707,0190.0%$12.48
26

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

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