Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PMAY Stock Details PMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-316
Closed -$10.8K – 3793
2024
Q2 		$10.8K Buy
+316
New +$10.5K ﹤0.01% 2618

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AF
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management's PMAY Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q3 2024, closing a stake of 316 shares — an estimated $10.8K sold.

Northwestern Mutual Wealth Management first reported a position in PMAY in Q2 2024 and held it in 1 quarter. The position peaked at $10.8K in Q2 2024. 167 funds tracked by Wall St. Rank hold PMAY as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Innovator US Equity Power Buffer ETF May position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 316 Innovator US Equity Power Buffer ETF May shares in Q3 2024, an estimated $10.8K.
  • Northwestern Mutual Wealth Management first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Innovator US Equity Power Buffer ETF May position peaked at $10.8K in Q2 2024.
  • 167 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.