Northwestern Mutual Wealth Management
RSPM icon

Northwestern Mutual Wealth Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.3K Hold
500
– – ﹤0.01% 2815
2025
Q4 		$17K Hold
500
– – ﹤0.01% 2807
2025
Q3 		$16.4K Hold
500
– – ﹤0.01% 2741
2025
Q2 		$16.2K Hold
500
– – ﹤0.01% 2630
2025
Q1 		$15.9K Hold
500
– – ﹤0.01% 2588
2024
Q4 		$16.3K Hold
500
– – ﹤0.01% 2583
2024
Q3 		$18.7K Hold
500
– – ﹤0.01% 2490
2024
Q2 		$17.2K Sell
500
-35
-7% -$1.24K ﹤0.01% 2442
2024
Q1 		$19.4K Buy
535
+35
+7% +$1.17K ﹤0.01% 2424
2023
Q4 		$16.8K Sell
500
-80
-14% -$2.5K ﹤0.01% 2458
2023
Q3 		$18K Buy
580
+500
+625% +$16.2K ﹤0.01% 2339
2023
Q2 		$2.6K Sell
80
-410
-84% -$12.9K ﹤0.01% 2940
2023
Q1 		$16K Sell
490
-430
-47% -$14.3K ﹤0.01% 2342
2022
Q4 		$29.2K Sell
920
-445
-33% -$14.1K ﹤0.01% 2109
2022
Q3 		$39K Buy
1,365
+280
+26% +$8.96K ﹤0.01% 1989
2022
Q2 		$34K Hold
1,085
– – ﹤0.01% 2042
2022
Q1 		$40K Buy
+1,085
New +$38.3K ﹤0.01% 2046
2021
Q1 		– Sell
-485
Closed -$14K – 2941
2020
Q4 		$14K Buy
+485
New +$12.6K ﹤0.01% 2087
2017
Q3 		– Sell
-3,530
Closed -$69K – 2245
2017
Q2 		$69K Buy
+3,530
New +$68.2K ﹤0.01% 995

Other funds holding RSPM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return