Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18M Sell
196,239
-44,523
-18% -$4.18M 0.01% 461
2025
Q4 		$21.9M Buy
240,762
+8,514
+4% +$770K 0.01% 408
2025
Q3 		$21.1M Sell
232,248
-55,991
-19% -$5.01M 0.01% 392
2025
Q2 		$25.4M Buy
288,239
+5,920
+2% +$496K 0.02% 341
2025
Q1 		$23.8M Buy
282,319
+132,113
+88% +$11.4M 0.02% 325
2024
Q4 		$12.8M Buy
150,206
+1,317
+0.9% +$115K 0.01% 411
2024
Q3 		$12.8M Buy
148,889
+37,685
+34% +$3.1M 0.01% 399
2024
Q2 		$8.82M Buy
111,204
+52,612
+90% +$4.17M 0.01% 448
2024
Q1 		$4.77M Sell
58,592
-6,358
-10% -$489K ﹤0.01% 576
2023
Q4 		$4.85M Sell
64,950
-281
-0.4% -$19.6K 0.01% 549
2023
Q3 		$4.44M Sell
65,231
-7,663
-11% -$545K 0.01% 530
2023
Q2 		$5.18M Sell
72,894
-56,693
-44% -$3.89M 0.01% 493
2023
Q1 		$8.91M Buy
129,587
+2,943
+2% +$203K 0.01% 366
2022
Q4 		$8.58M Buy
126,644
+889
+0.7% +$59.5K 0.01% 359
2022
Q3 		$7.67M Buy
125,755
+9,466
+8% +$635K 0.01% 336
2022
Q2 		$7.47M Sell
116,289
-6,313
-5% -$435K 0.01% 344
2022
Q1 		$9.08M Buy
122,602
+4,535
+4% +$332K 0.01% 316
2021
Q4 		$9.17M Buy
118,067
+5,303
+5% +$398K 0.02% 306
2021
Q3 		$8.02M Buy
112,764
+7,397
+7% +$540K 0.01% 301
2021
Q2 		$7.51M Buy
105,367
+31,239
+42% +$2.2M 0.01% 294
2021
Q1 		$4.97M Buy
74,128
+2,005
+3% +$130K 0.01% 352
2020
Q4 		$4.49M Buy
72,123
+2,195
+3% +$129K 0.01% 337
2020
Q3 		$3.79M Buy
69,928
+1,934
+3% +$104K 0.01% 336
2020
Q2 		$3.43M Sell
67,994
-7,981
-11% -$383K 0.01% 325
2020
Q1 		$3.22M Buy
75,975
+23,172
+44% +$1.21M 0.01% 304
2019
Q4 		$2.98M Buy
52,803
+4,055
+8% +$220K 0.01% 333
2019
Q3 		$2.58M Buy
48,748
+9,688
+25% +$509K 0.01% 341
2019
Q2 		$2.05M Buy
39,060
+27,013
+224% +$1.38M 0.01% 368
2019
Q1 		$605K Sell
12,047
-75,269
-86% -$3.64M ﹤0.01% 572
2018
Q4 		$3.84M Sell
87,316
-47,305
-35% -$2.25M 0.02% 261
2018
Q3 		$6.97M Buy
134,621
+73,235
+119% +$3.76M 0.04% 202
2018
Q2 		$3.03M Buy
61,386
+58,862
+2,332% +$2.91M 0.02% 255
2018
Q1 		$123K Buy
2,524
+2,250
+821% +$112K ﹤0.01% 887
2017
Q4 		$13K Buy
+274
New +$13K ﹤0.01% 1633

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Northwestern Mutual Wealth Management's CFA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 18% in Q1 2026, selling an estimated $4.18M and leaving 196,239 shares worth $18M. The position accounts for 0.01% of the portfolio, ranked #461.

Northwestern Mutual Wealth Management first reported a position in CFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $25.4M in Q2 2025. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Northwestern Mutual Wealth Management held 196,239 shares of VictoryShares US 500 Volatility Wtd ETF worth $18M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 44,523 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $4.18M.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #461 holding.
  • Northwestern Mutual Wealth Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2017 and has held it in 34 quarters since.
  • Northwestern Mutual Wealth Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $25.4M in Q2 2025.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.