Northwestern Mutual Wealth Management
XUSP icon

Northwestern Mutual Wealth Management’s Innovator Uncapped Accelerated US Equity ETF XUSP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XUSP Stock Details XUSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-213
Closed -$6.55K – 3841
2023
Q4 		$6.55K Buy
+213
New +$5.99K ﹤0.01% 2779

Other funds holding XUSP

MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $194M AUM 13.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's XUSP Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Innovator Uncapped Accelerated US Equity ETF (XUSP) in Q1 2024, closing a stake of 213 shares — an estimated $6.55K sold.

Northwestern Mutual Wealth Management first reported a position in XUSP in Q4 2023 and held it in 1 quarter. The position peaked at $6.55K in Q4 2023. 7 funds tracked by Wall St. Rank hold XUSP as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining Innovator Uncapped Accelerated US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 213 Innovator Uncapped Accelerated US Equity ETF shares in Q1 2024, an estimated $6.55K.
  • Northwestern Mutual Wealth Management first reported a position in Innovator Uncapped Accelerated US Equity ETF in Q4 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Innovator Uncapped Accelerated US Equity ETF position peaked at $6.55K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Innovator Uncapped Accelerated US Equity ETF as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.