Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BJAN Stock Details BJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4,122	Closed	-$135K	–	2777
2020 Q4	$135K	Buy	+4,122	New	+$130K	﹤0.01%	1288

Other funds holding BJAN

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return