Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio OCTW Stock Details OCTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-517
Closed -$16.1K – 3618
2023
Q3 		$16.1K Buy
+517
New +$15.9K ﹤0.01% 2376

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BBPWM
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CF
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AWS
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management's OCTW Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q4 2023, closing a stake of 517 shares — an estimated $16.1K sold.

Northwestern Mutual Wealth Management first reported a position in OCTW in Q3 2023 and held it in 1 quarter. The position peaked at $16.1K in Q3 2023. 42 funds tracked by Wall St. Rank hold OCTW as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 517 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q4 2023, an estimated $16.1K.
  • Northwestern Mutual Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $16.1K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.