Northwestern Mutual Wealth Management
SQEW

Northwestern Mutual Wealth Management’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SQEW Stock Details SQEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-58
Closed -$1.91K – 3828
2024
Q2 		$1.91K Buy
+58
New +$1.87K ﹤0.01% 3110

Other funds holding SQEW

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of LeaderShares Equity Skew ETF (SQEW) in Q3 2024, closing a stake of 58 shares — an estimated $1.91K sold.

Northwestern Mutual Wealth Management first reported a position in SQEW in Q2 2024 and held it in 1 quarter. The position peaked at $1.91K in Q2 2024. 29 funds tracked by Wall St. Rank hold SQEW as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining LeaderShares Equity Skew ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 58 LeaderShares Equity Skew ETF shares in Q3 2024, an estimated $1.91K.
  • Northwestern Mutual Wealth Management first reported a position in LeaderShares Equity Skew ETF in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's LeaderShares Equity Skew ETF position peaked at $1.91K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q3 2024.

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