Northwestern Mutual Wealth Management
XDJA

Northwestern Mutual Wealth Management’s Innovator U.S. Equity Accelerated ETF - January XDJA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XDJA Stock Details XDJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,187
Closed -$27.4K – 3620
2023
Q2 		$27.4K Buy
+1,187
New +$26.2K ﹤0.01% 2203

Other funds holding XDJA

UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Innovator U.S. Equity Accelerated ETF - January (XDJA) in Q3 2023, closing a stake of 1,187 shares — an estimated $27.4K sold.

Northwestern Mutual Wealth Management first reported a position in XDJA in Q2 2023 and held it in 1 quarter. The position peaked at $27.4K in Q2 2023. 12 funds tracked by Wall St. Rank hold XDJA as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining Innovator U.S. Equity Accelerated ETF - January position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,187 Innovator U.S. Equity Accelerated ETF - January shares in Q3 2023, an estimated $27.4K.
  • Northwestern Mutual Wealth Management first reported a position in Innovator U.S. Equity Accelerated ETF - January in Q2 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Innovator U.S. Equity Accelerated ETF - January position peaked at $27.4K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Innovator U.S. Equity Accelerated ETF - January as of Q3 2023.

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