Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CPAI Stock Details CPAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-101
Closed -$3.47K – 3706
2024
Q4 		$3.47K Buy
+101
New +$3.51K ﹤0.01% 3049

Other funds holding CPAI

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's CPAI Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Counterpoint Quantitative Equity ETF (CPAI) in Q1 2025, closing a stake of 101 shares — an estimated $3.47K sold.

Northwestern Mutual Wealth Management first reported a position in CPAI in Q4 2024 and held it in 1 quarter. The position peaked at $3.47K in Q4 2024. 12 funds tracked by Wall St. Rank hold CPAI as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Counterpoint Quantitative Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 101 Counterpoint Quantitative Equity ETF shares in Q1 2025, an estimated $3.47K.
  • Northwestern Mutual Wealth Management first reported a position in Counterpoint Quantitative Equity ETF in Q4 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Counterpoint Quantitative Equity ETF position peaked at $3.47K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q1 2025.

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