Northwestern Mutual Wealth Management
CLSA

Northwestern Mutual Wealth Management’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CLSA Stock Details CLSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-812
Closed -$15.2K – 3681
2023
Q1 		$15.2K Buy
+812
New +$15.2K ﹤0.01% 2353
2021
Q4 		– Sell
-1,878
Closed -$46K – 3399
2021
Q3 		$46K Buy
+1,878
New +$47.2K ﹤0.01% 1931

Other funds holding CLSA

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GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management's CLSA Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q2 2023, closing a stake of 812 shares — an estimated $15.2K sold.

Northwestern Mutual Wealth Management first reported a position in CLSA in Q3 2021 and held it in 2 quarters. The position peaked at $46K in Q3 2021. 13 funds tracked by Wall St. Rank hold CLSA as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 812 Cabana Target Leading Sector Aggressive ETF shares in Q2 2023, an estimated $15.2K.
  • Northwestern Mutual Wealth Management first reported a position in Cabana Target Leading Sector Aggressive ETF in Q3 2021 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Cabana Target Leading Sector Aggressive ETF position peaked at $46K in Q3 2021.
  • 13 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.