Northwestern Mutual Wealth Management
PSCI icon

Northwestern Mutual Wealth Management’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-63
Closed -$6.56K – 3486
2023
Q2 		$6.56K Buy
+63
New +$6.02K ﹤0.01% 2701
2022
Q4 		– Sell
-10
Closed -$1K – 3445
2022
Q3 		$1K Buy
+10
New +$864 ﹤0.01% 3005

Other funds holding PSCI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Northwestern Mutual Wealth Management's PSCI Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q3 2023, closing a stake of 63 shares — an estimated $6.56K sold.

Northwestern Mutual Wealth Management first reported a position in PSCI in Q3 2022 and held it in 2 quarters. The position peaked at $6.56K in Q2 2023. 49 funds tracked by Wall St. Rank hold PSCI as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 63 Invesco S&P SmallCap Industrials ETF shares in Q3 2023, an estimated $6.56K.
  • Northwestern Mutual Wealth Management first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2022 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Invesco S&P SmallCap Industrials ETF position peaked at $6.56K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.