NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ITEQ — AMPLIFY ETF TR

Ownership history in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO  ·  9 quarters on record

AI Ownership Summary

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported AMPLIFY ETF TR (ITEQ) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.2% in 2025 Q4. The latest visible filing shows ITEQ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ITEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's position in AMPLIFY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ITEQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ITEQ stock page NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO fund profile NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO full holdings
How NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO held ITEQ — position size vs. price
% of Fund (quarterly)    ITEQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,285 -845,556 -99.6% 0.00% $189K 2026-05-07 $62.40
2025 Q4 ADDED — — — 848,841 +845,556 +25739.9% 0.20% $314.0M 2026-02-05 $56.71
2025 Q3 ADDED — — — 3,285 +172 +5.5% 0.00% $193K 2025-11-14 $56.28
2025 Q2 REDUCED 6.0% +4.2% ❌ 3,113 -200 -6.0% 0.00% $176K 2025-08-13 $52.78
2025 Q1 REDUCED 10.4% +15.8% ❌ 3,313 -383 -10.4% 0.00% $162K 2025-05-14 $52.18
2024 Q4 UNCHANGED — — — 3,696 — 0% 0.00% $190K 2025-02-11 $55.64
2024 Q3 ADDED — — — 3,696 +151 +4.3% 0.00% $177K 2024-11-12 $49.85
2024 Q2 UNCHANGED — — — 3,545 — 0% 0.00% $163K 2024-08-16 $46.53
2024 Q1 INITIATED — — — 3,545 — — 0.00% $171K 2024-05-15 $45.90

🏢 Other funds also holding ITEQ

As of 2026 Q1 — sorted by position size

Thayer Partners, LLC / MA 0.3% FLOW TRADERS U.S. LLC 3Y 7Y 0.04% Legacy Wealth Managment, LLC/ID 0.03% CERTUITY, LLC 3Y 0.02% RVW Wealth, LLC 3Y 7Y 0.02% Glassman Wealth Services 3Y 7Y 0.01% Glass Jacobson Investment Advisors llc 3Y 0.01% Harbor Asset Planning, Inc. 0.0% Activest Wealth Management 3Y 0.0% Financial Gravity Asset Management, Inc. 3Y 7Y 0.0%

FAQ About NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO and ITEQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported owning ITEQ?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported ITEQ across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ITEQ position in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's portfolio?

The largest reported portfolio weight for ITEQ was 0.20% in 2025 Q4.

What is the latest reported ITEQ position on this page?

The most recent filing on this page is 2026 Q1, when NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported 3,285 shares, equal to 0.00% of portfolio, with an estimated market value of $189K.

What does the chart on this ITEQ ownership page compare?

The chart compares NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's quarterly ITEQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO time their ITEQ position?

Based on 13F filing dates vs. subsequent ITEQ price moves, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on ITEQ relative to SPY over the holding period was -2.0%.

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