Northwestern Mutual Wealth Management’s Global X Guru Index ETF GURU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.59K	Buy	+37	New	+$2.42K	﹤0.01%	3593
2025 Q4	–	Sell	-621	Closed	-$37K	–	4107
2025 Q3	$37K	Buy	+621	New	+$35.2K	﹤0.01%	2452
2025 Q1	–	Sell	-15	Closed	-$748	–	3787
2024 Q4	$748	Buy	+15	New	+$756	﹤0.01%	3334
2023 Q4	–	Sell	-1	Closed	-$36	–	3556
2023 Q3	$36	Buy	+1	New	+$38	﹤0.01%	3233
2019 Q4	–	Sell	-763	Closed	-$25K	–	2475
2019 Q3	$25K	Buy	763 +1	+0.1%	+$34	﹤0.01%	1653
2019 Q2	$25K	Hold	762	–	–	﹤0.01%	1638
2019 Q1	$24K	Buy	762 +4	+0.5%	+$123	﹤0.01%	1637
2018 Q4	$21K	Hold	758	–	–	﹤0.01%	1569
2018 Q3	$25K	Hold	758	–	–	﹤0.01%	1564
2018 Q2	$24K	Sell	758 -489	-39%	-$15.1K	﹤0.01%	1524
2018 Q1	$37K	Buy	1,247 +7	+0.6%	+$214	﹤0.01%	1315
2017 Q4	$37K	Hold	1,240	–	–	﹤0.01%	1263
2017 Q3	$35K	Hold	1,240	–	–	﹤0.01%	1244
2017 Q2	$33K	Sell	1,240 -1,025	-45%	-$27.1K	﹤0.01%	1218
2017 Q1	$58K	Hold	2,265	–	–	﹤0.01%	985
2016 Q4	$54K	Buy	2,265 +486	+27%	+$11.5K	﹤0.01%	1001
2016 Q3	$42K	Buy	1,779 +1,025	+136%	+$23.8K	﹤0.01%	1017
2016 Q2	$17K	Hold	754	–	–	﹤0.01%	1216
2016 Q1	$17K	Buy	754 +4	+0.5%	+$84	﹤0.01%	1254
2015 Q4	$17K	Buy	750 +550	+275%	+$13.1K	﹤0.01%	1047
2015 Q3	$5K	Buy	+200	New	+$5.08K	﹤0.01%	1243
2014 Q3	–	Sell	-870	Closed	-$23K	–	1387
2014 Q2	$23K	Buy	+870	New	+$21.9K	﹤0.01%	735

Other funds holding GURU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's GURU Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Global X Guru Index ETF (GURU) in Q2 2026: 37 shares worth $2.59K. The stake represents ﹤0.01% of the portfolio and ranks #3593 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in GURU as recently as Q3 2025.

Northwestern Mutual Wealth Management first reported a position in GURU in Q2 2014 and has held it in 22 quarters since. The position peaked at $58K in Q1 2017. 20 funds tracked by Wall St. Rank hold GURU as of Q2 2026.

Northwestern Mutual Wealth Management held 37 shares of Global X Guru Index ETF worth $2.59K as of Q2 2026.
Global X Guru Index ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
Global X Guru Index ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3593 holding.
Northwestern Mutual Wealth Management first reported a position in Global X Guru Index ETF in Q2 2014 and has held it in 22 quarters since.
Northwestern Mutual Wealth Management's Global X Guru Index ETF position peaked at $58K in Q1 2017.
20 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.