Northwestern Mutual Wealth Management
XMHQ icon

Northwestern Mutual Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XMHQ Stock Details XMHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137M Buy
1,209,723
+7,521
+0.6% +$819K 0.07% 140
2026
Q1 		$124M Buy
1,202,202
+34,002
+3% +$3.61M 0.08% 132
2025
Q4 		$120M Sell
1,168,200
-139,832
-11% -$14.4M 0.08% 128
2025
Q3 		$137M Sell
1,308,032
-220,409
-14% -$22.7M 0.09% 112
2025
Q2 		$150M Sell
1,528,441
-311,588
-17% -$29.4M 0.11% 91
2025
Q1 		$168M Sell
1,840,029
-174,137
-9% -$17M 0.14% 74
2024
Q4 		$198M Buy
2,014,166
+160,923
+9% +$16.7M 0.17% 63
2024
Q3 		$190M Buy
1,853,243
+607,546
+49% +$60.2M 0.17% 63
2024
Q2 		$121M Buy
1,245,697
+120,084
+11% +$12.6M 0.12% 83
2024
Q1 		$124M Buy
1,125,613
+218,538
+24% +$21.4M 0.13% 81
2023
Q4 		$80.5M Buy
907,075
+255,762
+39% +$21M 0.09% 106
2023
Q3 		$52.5M Buy
651,313
+210,036
+48% +$17.3M 0.07% 139
2023
Q2 		$35.6M Buy
441,277
+187,545
+74% +$14M 0.05% 202
2023
Q1 		$18.6M Buy
253,732
+124,350
+96% +$9.09M 0.03% 270
2022
Q4 		$8.94M Buy
129,382
+105,068
+432% +$7.32M 0.01% 350
2022
Q3 		$1.51M Buy
24,314
+15,440
+174% +$1.05M ﹤0.01% 703
2022
Q2 		$564K Buy
8,874
+6,463
+268% +$449K ﹤0.01% 999
2022
Q1 		$182K Buy
2,411
+1,567
+186% +$120K ﹤0.01% 1468
2021
Q4 		$68K Buy
844
+493
+140% +$39.3K ﹤0.01% 1866
2021
Q3 		$27K Sell
351
-111
-24% -$8.59K ﹤0.01% 2115
2021
Q2 		$36K Buy
+462
New +$36K ﹤0.01% 1968

Other funds holding XMHQ

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.63% in Q2 2026, buying an estimated $819K and bringing the position to 1,209,723 shares worth $137M. The position accounts for 0.07% of the portfolio, ranked #140.

Northwestern Mutual Wealth Management first reported a position in XMHQ in Q2 2021 and has held it in 21 quarters since. The position peaked at $198M in Q4 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,209,723 shares of Invesco S&P MidCap Quality ETF worth $137M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 7,521 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $819K.
  • Invesco S&P MidCap Quality ETF made up 0.07% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2021 and has held it in 21 quarters since.
  • Northwestern Mutual Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $198M in Q4 2024.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

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