NORTHERN LTS FD TR IV

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BAMY·66537J853·US·ETF·Unknown - Unknown

BAMY (NORTHERN LTS FD TR IV) is held by 3 institutional investors as of Q1 2026. Largest holders: UBS Group AG ($22,170), OSAIC HOLDINGS, INC. ($16,404), AE Wealth Management LLC ($465). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (3)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	New	811	$22,170	0.0%	-0.33%	29
OSAIC HOLDINGS, INC.	Unchanged	600	$16,404	0.0%	+11.87%	0
AE Wealth Management LLC	Decreased	17(-85.6%)	$465	0.0%	-1.22%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$49,762	0.0%	-0.90%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer