Northwestern Mutual Wealth Management
SPMO icon

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
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

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return