Northwestern Mutual Wealth Management
RORO

Northwestern Mutual Wealth Management’s ATAC US Rotation ETF RORO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio RORO Stock Details RORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-136
Closed -$2.29K – 3499
2023
Q2 		$2.29K Buy
+136
New +$2.24K ﹤0.01% 2965

Other funds holding RORO

Envestnet Asset Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of ATAC US Rotation ETF (RORO) in Q3 2023, closing a stake of 136 shares — an estimated $2.29K sold.

Northwestern Mutual Wealth Management first reported a position in RORO in Q2 2023 and held it in 1 quarter. The position peaked at $2.29K in Q2 2023. 8 funds tracked by Wall St. Rank hold RORO as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining ATAC US Rotation ETF position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 136 ATAC US Rotation ETF shares in Q3 2023, an estimated $2.29K.
  • Northwestern Mutual Wealth Management first reported a position in ATAC US Rotation ETF in Q2 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's ATAC US Rotation ETF position peaked at $2.29K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held ATAC US Rotation ETF as of Q3 2023.

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