Northwestern Mutual Wealth Management
DUDE

Northwestern Mutual Wealth Management’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio DUDE Stock Details DUDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,873
Closed -$80K – 3280
2021
Q2 		$80K Buy
+2,873
New +$77.7K ﹤0.01% 1692

Other funds holding DUDE

CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Northwestern Mutual Wealth Management's DUDE Position: Q3 2021 in Review

Northwestern Mutual Wealth Management sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q3 2021, closing a stake of 2,873 shares — an estimated $80K sold.

Northwestern Mutual Wealth Management first reported a position in DUDE in Q2 2021 and held it in 1 quarter. The position peaked at $80K in Q2 2021. 7 funds tracked by Wall St. Rank hold DUDE as of Q3 2021.

  • Northwestern Mutual Wealth Management reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,873 Merlyn.AI SectorSurfer Momentum ETF shares in Q3 2021, an estimated $80K.
  • Northwestern Mutual Wealth Management first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q2 2021 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Merlyn.AI SectorSurfer Momentum ETF position peaked at $80K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q3 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.