Northwestern Mutual Wealth Management
LCAP

Northwestern Mutual Wealth Management’s Principal Capital Appreciation Select ETF LCAP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio LCAP Stock Details LCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66K Buy
50
+25
+100% +$802 ﹤0.01% 3691
2026
Q1 		$725 Buy
+25
New +$749 ﹤0.01% 3802

Other funds holding LCAP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Principal Capital Appreciation Select ETF (LCAP) stake by 100% in Q2 2026, buying an estimated $802 and bringing the position to 50 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

Northwestern Mutual Wealth Management first reported a position in LCAP in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold LCAP as of Q2 2026.

  • Northwestern Mutual Wealth Management held 50 shares of Principal Capital Appreciation Select ETF worth $1.66K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 25 Principal Capital Appreciation Select ETF shares in Q2 2026, an estimated $802.
  • Principal Capital Appreciation Select ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3691 holding.
  • Northwestern Mutual Wealth Management first reported a position in Principal Capital Appreciation Select ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q2 2026.

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