Northwestern Mutual Wealth Management
ACTV

Northwestern Mutual Wealth Management’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio ACTV Stock Details ACTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-41
Closed -$1.31K – 3582
2024
Q2 		$1.31K Buy
+41
New +$1.36K ﹤0.01% 3174

Other funds holding ACTV

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Northwestern Mutual Wealth Management's ACTV Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of LeaderShares Activist Leaders ETF (ACTV) in Q3 2024, closing a stake of 41 shares — an estimated $1.31K sold.

Northwestern Mutual Wealth Management first reported a position in ACTV in Q2 2024 and held it in 1 quarter. The position peaked at $1.31K in Q2 2024. 25 funds tracked by Wall St. Rank hold ACTV as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining LeaderShares Activist Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 41 LeaderShares Activist Leaders ETF shares in Q3 2024, an estimated $1.31K.
  • Northwestern Mutual Wealth Management first reported a position in LeaderShares Activist Leaders ETF in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's LeaderShares Activist Leaders ETF position peaked at $1.31K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.