Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio YJUN Stock Details YJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,016
Closed -$20.7K – 3561
2023
Q2 		$20.7K Buy
+1,016
New +$20.6K ﹤0.01% 2297

Other funds holding YJUN

MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of FT Vest International Equity Buffer ETF June (YJUN) in Q3 2023, closing a stake of 1,016 shares — an estimated $20.7K sold.

Northwestern Mutual Wealth Management first reported a position in YJUN in Q2 2023 and held it in 1 quarter. The position peaked at $20.7K in Q2 2023. 55 funds tracked by Wall St. Rank hold YJUN as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining FT Vest International Equity Buffer ETF June position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,016 FT Vest International Equity Buffer ETF June shares in Q3 2023, an estimated $20.7K.
  • Northwestern Mutual Wealth Management first reported a position in FT Vest International Equity Buffer ETF June in Q2 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's FT Vest International Equity Buffer ETF June position peaked at $20.7K in Q2 2023.
  • 55 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q3 2023.

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