Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PSET Stock Details PSET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-60
Closed -$4.1K – 3802
2024
Q2 		$4.1K Buy
+60
New +$3.98K ﹤0.01% 2914

Other funds holding PSET

PS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q3 2024, closing a stake of 60 shares — an estimated $4.1K sold.

Northwestern Mutual Wealth Management first reported a position in PSET in Q2 2024 and held it in 1 quarter. The position peaked at $4.1K in Q2 2024. 17 funds tracked by Wall St. Rank hold PSET as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Principal Exchange-Traded Funds Principal Quality ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 60 Principal Exchange-Traded Funds Principal Quality ETF shares in Q3 2024, an estimated $4.1K.
  • Northwestern Mutual Wealth Management first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $4.1K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q3 2024.

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