Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Opus Small Cap Value ETF OSCV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio OSCV Stock Details OSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-481
Closed -$17.8K – 3870
2024
Q4 		$17.8K Buy
+481
New +$18.6K ﹤0.01% 2551

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DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return

Northwestern Mutual Wealth Management's OSCV Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Opus Small Cap Value ETF (OSCV) in Q1 2025, closing a stake of 481 shares — an estimated $17.8K sold.

Northwestern Mutual Wealth Management first reported a position in OSCV in Q4 2024 and held it in 1 quarter. The position peaked at $17.8K in Q4 2024. 55 funds tracked by Wall St. Rank hold OSCV as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Opus Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 481 Opus Small Cap Value ETF shares in Q1 2025, an estimated $17.8K.
  • Northwestern Mutual Wealth Management first reported a position in Opus Small Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Opus Small Cap Value ETF position peaked at $17.8K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.