Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Saba Closed-End Funds ETF CEFS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CEFS Stock Details CEFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-126
Closed -$2.7K – 3695
2024
Q4 		$2.7K Sell
126
-94
-43% -$2.08K ﹤0.01% 3111
2024
Q3 		$4.89K Buy
+220
New +$4.75K ﹤0.01% 2908
2020
Q2 		– Sell
-317
Closed -$5K – 2421
2020
Q1 		$5K Buy
+317
New +$6.11K ﹤0.01% 2058

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NEPWA
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Envestnet Asset Management
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Cetera Investment Advisers
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CM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TJHA
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Royal Bank of Canada
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Northwestern Mutual Wealth Management's CEFS Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Saba Closed-End Funds ETF (CEFS) in Q1 2025, closing a stake of 126 shares — an estimated $2.7K sold.

Northwestern Mutual Wealth Management first reported a position in CEFS in Q1 2020 and held it in 3 quarters. The position peaked at $5K in Q1 2020. 69 funds tracked by Wall St. Rank hold CEFS as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Saba Closed-End Funds ETF position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 126 Saba Closed-End Funds ETF shares in Q1 2025, an estimated $2.7K.
  • Northwestern Mutual Wealth Management first reported a position in Saba Closed-End Funds ETF in Q1 2020 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Saba Closed-End Funds ETF position peaked at $5K in Q1 2020.
  • 69 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.