Northwestern Mutual Wealth Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PSCE Stock Details PSCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41K	Hold	672	–	–	﹤0.01%	2516
2025 Q4	$28.9K	Hold	672	–	–	﹤0.01%	2600
2025 Q3	$28.6K	Buy	672 +18	+3%	+$733	﹤0.01%	2544
2025 Q2	$25.4K	Buy	654 +29	+5%	+$1.08K	﹤0.01%	2492
2025 Q1	$26.2K	Buy	+625	New	+$28.6K	﹤0.01%	2413
2024 Q3	–	Sell	-751	Closed	-$39.5K	–	3801
2024 Q2	$39.5K	Buy	751 +119	+19%	+$6.47K	﹤0.01%	2170
2024 Q1	$35.3K	Buy	+632	New	+$32.5K	﹤0.01%	2217
2023 Q4	–	Sell	-45	Closed	-$2.57K	–	3632
2023 Q3	$2.57K	Buy	+45	New	+$2.46K	﹤0.01%	2912
2022 Q3	–	Sell	-972	Closed	-$42K	–	3333
2022 Q2	$42K	Hold	972	–	–	﹤0.01%	1984
2022 Q1	$49K	Sell	972 -1,202	-55%	-$51.2K	﹤0.01%	1957
2021 Q4	$76K	Buy	2,174 +1,202	+124%	+$46.5K	﹤0.01%	1823
2021 Q3	$37K	Hold	972	–	–	﹤0.01%	2004
2021 Q2	$39K	Buy	+972	New	+$34.1K	﹤0.01%	1943
2018 Q4	–	Sell	-120	Closed	-$10K	–	2597
2018 Q3	$10K	Buy	+120	New	+$9.87K	﹤0.01%	1933
2015 Q1	–	Sell	-101	Closed	-$15K	–	1759
2014 Q4	$15K	Buy	+101	New	+$17.2K	﹤0.01%	961

Other funds holding PSCE

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's PSCE Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its Invesco S&P SmallCap Energy ETF (PSCE) position steady in Q1 2026 at 672 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

Northwestern Mutual Wealth Management first reported a position in PSCE in Q4 2014 and has held it in 15 quarters since. The position peaked at $76K in Q4 2021. 48 funds tracked by Wall St. Rank hold PSCE as of Q1 2026.

Northwestern Mutual Wealth Management held 672 shares of Invesco S&P SmallCap Energy ETF worth $41K as of Q1 2026.
Northwestern Mutual Wealth Management left its Invesco S&P SmallCap Energy ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Energy ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2516 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2014 and has held it in 15 quarters since.
Northwestern Mutual Wealth Management's Invesco S&P SmallCap Energy ETF position peaked at $76K in Q4 2021.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.