Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-228
Closed -$11K – 3695
2024
Q3 		$11K Buy
+228
New +$10.6K ﹤0.01% 2662
2023
Q2 		– Sell
-150
Closed -$5.43K – 3425
2023
Q1 		$5.43K Buy
+150
New +$5.32K ﹤0.01% 2721

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FSA
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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GWM
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Commonwealth Equity Services
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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management's FJUL Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2024, closing a stake of 228 shares — an estimated $11K sold.

Northwestern Mutual Wealth Management first reported a position in FJUL in Q1 2023 and held it in 2 quarters. The position peaked at $11K in Q3 2024. 150 funds tracked by Wall St. Rank hold FJUL as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 228 FT Vest US Equity Buffer ETF July shares in Q4 2024, an estimated $11K.
  • Northwestern Mutual Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q1 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $11K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.