Northwestern Mutual Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267M	Buy	1,651,011 +104,328	+7%	+$14.7M	0.14%	89
2026 Q1	$173M	Buy	1,546,683 +169,778	+12%	+$20.1M	0.11%	98
2025 Q4	$164M	Buy	1,376,905 +277,103	+25%	+$33.2M	0.1%	98
2025 Q3	$133M	Buy	1,099,802 +287,098	+35%	+$33.4M	0.09%	115
2025 Q2	$91.4M	Buy	812,704 +281,601	+53%	+$28.1M	0.07%	142
2025 Q1	$49.1M	Buy	531,103 +339,979	+178%	+$33.3M	0.04%	217
2024 Q4	$18.2M	Buy	191,124 +140,471	+277%	+$13.3M	0.02%	346
2024 Q3	$4.59M	Buy	50,653 +45,326	+851%	+$3.97M	﹤0.01%	636
2024 Q2	$466K	Buy	5,327 +1,327	+33%	+$108K	﹤0.01%	1273
2024 Q1	$321K	Buy	+4,000	New	+$295K	﹤0.01%	1378
2022 Q3	–	Sell	-460	Closed	-$24K	–	3375
2022 Q2	$24K	Buy	+460	New	+$25.9K	﹤0.01%	2176

Other funds holding SPMO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.7% in Q2 2026, buying an estimated $14.7M and bringing the position to 1,651,011 shares worth $267M. The position accounts for 0.14% of the portfolio, ranked #89.

Northwestern Mutual Wealth Management first reported a position in SPMO in Q2 2022 and has held it in 11 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Northwestern Mutual Wealth Management held 1,651,011 shares of Invesco S&P 500 Momentum ETF worth $267M as of Q2 2026.
Northwestern Mutual Wealth Management bought 104,328 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $14.7M.
Invesco S&P 500 Momentum ETF made up 0.14% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #89 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2022 and has held it in 11 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

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