Northwestern Mutual Wealth Management’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CWS Stock Details CWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9	Closed	-$486	–	3328
2023 Q2	$486	Hold	9	–	–	﹤0.01%	3178
2023 Q1	$458	Hold	9	–	–	﹤0.01%	3114
2022 Q4	$428	Buy	+9	New	+$412	﹤0.01%	3141

Other funds holding CWS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management's CWS Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of AdvisorShares Focused Equity ETF (CWS) in Q3 2023, closing a stake of 9 shares — an estimated $486 sold.

Northwestern Mutual Wealth Management first reported a position in CWS in Q4 2022 and held it in 3 quarters. The position peaked at $486 in Q2 2023. 17 funds tracked by Wall St. Rank hold CWS as of Q3 2023.

Northwestern Mutual Wealth Management reported no remaining AdvisorShares Focused Equity ETF position as of Q3 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 9 AdvisorShares Focused Equity ETF shares in Q3 2023, an estimated $486.
Northwestern Mutual Wealth Management first reported a position in AdvisorShares Focused Equity ETF in Q4 2022 and held it in 3 quarters.
Northwestern Mutual Wealth Management's AdvisorShares Focused Equity ETF position peaked at $486 in Q2 2023.
17 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.