Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CNEQ Stock Details CNEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-98
Closed -$3.37K – 4507
2025
Q4 		$3.37K Hold
98
– – ﹤0.01% 3341
2025
Q3 		$3.45K Buy
+98
New +$3.13K ﹤0.01% 3259

Other funds holding CNEQ

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Alger Concentrated Equity ETF (CNEQ) in Q1 2026, closing a stake of 98 shares — an estimated $3.37K sold.

Northwestern Mutual Wealth Management first reported a position in CNEQ in Q3 2025 and held it in 2 quarters. The position peaked at $3.45K in Q3 2025. 63 funds tracked by Wall St. Rank hold CNEQ as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Alger Concentrated Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 98 Alger Concentrated Equity ETF shares in Q1 2026, an estimated $3.37K.
  • Northwestern Mutual Wealth Management first reported a position in Alger Concentrated Equity ETF in Q3 2025 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Alger Concentrated Equity ETF position peaked at $3.45K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q1 2026.

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