Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$525K Sell
3,115
-1,653
-35% -$251K ﹤0.01% 1634
2026
Q1 		$600K Sell
4,768
-885
-16% -$117K ﹤0.01% 1503
2025
Q4 		$719K Buy
5,653
+480
+9% +$61K ﹤0.01% 1403
2025
Q3 		$649K Buy
5,173
+953
+23% +$114K ﹤0.01% 1379
2025
Q2 		$496K Sell
4,220
-2,132
-34% -$223K ﹤0.01% 1386
2025
Q1 		$610K Buy
6,352
+2,745
+76% +$284K ﹤0.01% 1262
2024
Q4 		$367K Sell
3,607
-27
-0.7% -$2.78K ﹤0.01% 1423
2024
Q3 		$359K Sell
3,634
-387
-10% -$36.5K ﹤0.01% 1428
2024
Q2 		$380K Sell
4,021
-4,290
-52% -$383K ﹤0.01% 1351
2024
Q1 		$742K Sell
8,311
-45
-0.5% -$3.81K ﹤0.01% 1103
2023
Q4 		$649K Buy
8,356
+425
+5% +$30.7K ﹤0.01% 1115
2023
Q3 		$538K Sell
7,931
-1,247
-14% -$87.8K ﹤0.01% 1130
2023
Q2 		$648K Buy
9,178
+2,442
+36% +$162K ﹤0.01% 1074
2023
Q1 		$438K Buy
6,736
+74
+1% +$4.64K ﹤0.01% 1175
2022
Q4 		$398K Buy
6,662
+10
+0.2% +$608 ﹤0.01% 1181
2022
Q3 		$379K Buy
6,652
+3,883
+140% +$244K ﹤0.01% 1164
2022
Q2 		$162K Sell
2,769
-37
-1% -$2.36K ﹤0.01% 1460
2022
Q1 		$203K Sell
2,806
-1,629
-37% -$116K ﹤0.01% 1423
2021
Q4 		$358K Sell
4,435
-43
-1% -$3.39K ﹤0.01% 1208
2021
Q3 		$331K Sell
4,478
-240
-5% -$18.4K ﹤0.01% 1157
2021
Q2 		$351K Buy
4,718
+2,918
+162% +$207K ﹤0.01% 1105
2021
Q1 		$123K Hold
1,800
– – ﹤0.01% 1413
2020
Q4 		$122K Hold
1,800
– – ﹤0.01% 1324
2020
Q3 		$111K Hold
1,800
– – ﹤0.01% 1238
2020
Q2 		$99K Hold
1,800
– – ﹤0.01% 1214
2020
Q1 		$79K Hold
1,800
– – ﹤0.01% 1200
2019
Q4 		$93K Hold
1,800
– – ﹤0.01% 1217
2019
Q3 		$87K Hold
1,800
– – ﹤0.01% 1206
2019
Q2 		$87K Sell
1,800
-682
-27% -$32.5K ﹤0.01% 1183
2019
Q1 		$118K Hold
2,482
– – ﹤0.01% 1026
2018
Q4 		$103K Hold
2,482
– – ﹤0.01% 994
2018
Q3 		$120K Hold
2,482
– – ﹤0.01% 979
2018
Q2 		$112K Hold
2,482
– – ﹤0.01% 964
2018
Q1 		$106K Sell
2,482
-146
-6% -$6.35K ﹤0.01% 941
2017
Q4 		$109K Buy
2,628
+86
+3% +$3.49K ﹤0.01% 901
2017
Q3 		$99K Buy
2,542
+60
+2% +$2.25K ﹤0.01% 889
2017
Q2 		$89K Hold
2,482
– – ﹤0.01% 922
2017
Q1 		$85K Hold
2,482
– – ﹤0.01% 876
2016
Q4 		$79K Hold
2,482
– – ﹤0.01% 890
2016
Q3 		$79K Hold
2,482
– – ﹤0.01% 849
2016
Q2 		$77K Hold
2,482
– – ﹤0.01% 806
2016
Q1 		$77K Buy
+2,482
New +$73.4K ﹤0.01% 783

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CFWMA
Center for Wealth Management Advisory Milford, Ohio $159M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Northwestern Mutual Wealth Management's PWB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 35% in Q2 2026, selling an estimated $251K and leaving 3,115 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Northwestern Mutual Wealth Management first reported a position in PWB in Q1 2016 and has held it in 42 quarters since. The position peaked at $742K in Q1 2024. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Northwestern Mutual Wealth Management held 3,115 shares of Invesco Large Cap Growth ETF worth $525K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 1,653 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $251K.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1634 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • Northwestern Mutual Wealth Management's Invesco Large Cap Growth ETF position peaked at $742K in Q1 2024.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.