Ownership history in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Β· 5 quarters on record
This page tracks every 13F SEC filing in which NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported a position in EXCHANGE LISTED FDS TR (AMOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO underperformed the S&P 500 by β6.2% annually on this AMOM position. Average cost basis: $48.61. Maximum drawdown during holding period: β16.6%.
β Significantly underperformed the S&P 500 by 6.2% ann.
4 quarters analyzed
Best entry: $45.14 (2024 Q4) Β· Worst: $48.61 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 0 trims. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size