Northwestern Mutual Wealth Management
BTEC

Northwestern Mutual Wealth Management’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BTEC Stock Details BTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-354
Closed -$10.7K – 3715
2023
Q3 		$10.7K Buy
+354
New +$11.9K ﹤0.01% 2514

Other funds holding BTEC

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's BTEC Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q4 2023, closing a stake of 354 shares — an estimated $10.7K sold.

Northwestern Mutual Wealth Management first reported a position in BTEC in Q3 2023 and held it in 1 quarter. The position peaked at $10.7K in Q3 2023. 24 funds tracked by Wall St. Rank hold BTEC as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 354 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q4 2023, an estimated $10.7K.
  • Northwestern Mutual Wealth Management first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q3 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $10.7K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.