Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Sell
132
-35
-21% -$2.99K ﹤0.01% 3023
2026
Q1 		$10.3K Buy
+167
New +$10.5K ﹤0.01% 3054
2023
Q3 		– Sell
-4,303
Closed -$124K – 3314
2023
Q2 		$124K Buy
+4,303
New +$121K ﹤0.01% 1634

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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Northwestern Mutual Wealth Management's CHAT Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Roundhill Generative AI & Technology ETF (CHAT) stake by 21% in Q2 2026, selling an estimated $2.99K and leaving 132 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #3023.

Northwestern Mutual Wealth Management first reported a position in CHAT in Q2 2023 and has held it in 3 quarters since. The position peaked at $124K in Q2 2023. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Northwestern Mutual Wealth Management held 132 shares of Roundhill Generative AI & Technology ETF worth $13K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 35 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $2.99K.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3023 holding.
  • Northwestern Mutual Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q2 2023 and has held it in 3 quarters since.
  • Northwestern Mutual Wealth Management's Roundhill Generative AI & Technology ETF position peaked at $124K in Q2 2023.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.