Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,000
Closed -$48.4K – 3752
2024
Q1 		$48.4K Buy
+1,000
New +$47.1K ﹤0.01% 2094
2018
Q3 		– Sell
-718
Closed -$41K – 2599
2018
Q2 		$41K Buy
+718
New +$40.2K ﹤0.01% 1329

Other funds holding PSCF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 PSCF Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q2 2024, closing a stake of 1,000 shares — an estimated $48.4K sold.

Northwestern Mutual Wealth Management first reported a position in PSCF in Q2 2018 and held it in 2 quarters. The position peaked at $48.4K in Q1 2024. 25 funds tracked by Wall St. Rank hold PSCF as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Invesco S&P SmallCap Financials ETF position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,000 Invesco S&P SmallCap Financials ETF shares in Q2 2024, an estimated $48.4K.
  • Northwestern Mutual Wealth Management first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2018 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Invesco S&P SmallCap Financials ETF position peaked at $48.4K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.