Northwestern Mutual Wealth Management
XMMO icon

Northwestern Mutual Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XMMO Stock Details XMMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233M Buy
1,371,946
+206,397
+18% +$33.7M 0.12% 93
2026
Q1 		$169M Buy
1,165,549
+237,920
+26% +$34.4M 0.1% 102
2025
Q4 		$128M Buy
927,629
+76,532
+9% +$10.5M 0.08% 120
2025
Q3 		$115M Buy
851,097
+143,657
+20% +$18.9M 0.08% 127
2025
Q2 		$91M Sell
707,440
-99,151
-12% -$11.8M 0.07% 143
2025
Q1 		$91.8M Buy
806,591
+173,649
+27% +$21.4M 0.08% 126
2024
Q4 		$78.2M Buy
632,942
+156,762
+33% +$19.9M 0.07% 133
2024
Q3 		$57.3M Buy
476,180
+154,940
+48% +$18M 0.05% 179
2024
Q2 		$36.6M Buy
321,240
+7,717
+2% +$871K 0.04% 242
2024
Q1 		$36M Buy
313,523
+614
+0.2% +$62.2K 0.04% 243
2023
Q4 		$28.1M Sell
312,909
-89,778
-22% -$7.38M 0.03% 253
2023
Q3 		$32.4M Sell
402,687
-2,374
-0.6% -$193K 0.04% 215
2023
Q2 		$32.2M Sell
405,061
-78,339
-16% -$5.91M 0.04% 216
2023
Q1 		$36.5M Buy
483,400
+191,066
+65% +$14.6M 0.05% 184
2022
Q4 		$22M Buy
292,334
+154,019
+111% +$11.8M 0.03% 236
2022
Q3 		$9.65M Buy
138,315
+11,880
+9% +$909K 0.02% 305
2022
Q2 		$8.99M Buy
126,435
+81,452
+181% +$6.51M 0.02% 307
2022
Q1 		$3.88M Buy
44,983
+3,950
+10% +$337K 0.01% 496
2021
Q4 		$3.73M Buy
41,033
+5,490
+15% +$497K 0.01% 473
2021
Q3 		$2.99M Buy
35,543
+2,119
+6% +$181K 0.01% 483
2021
Q2 		$2.86M Sell
33,424
-87
-0.3% -$7.3K 0.01% 477
2021
Q1 		$2.81M Sell
33,511
-62,528
-65% -$5.19M 0.01% 442
2020
Q4 		$7.52M Buy
96,039
+14,692
+18% +$1.06M 0.02% 268
2020
Q3 		$5.39M Buy
81,347
+6,967
+9% +$446K 0.01% 290
2020
Q2 		$4.41M Sell
74,380
-11,819
-14% -$658K 0.01% 303
2020
Q1 		$4.23M Buy
86,199
+15,971
+23% +$932K 0.02% 269
2019
Q4 		$4.29M Buy
70,228
+51,304
+271% +$3.04M 0.01% 283
2019
Q3 		$1.1M Sell
18,924
-9,709
-34% -$571K ﹤0.01% 473
2019
Q2 		$1.68M Buy
28,633
+4,733
+20% +$274K 0.01% 404
2019
Q1 		$1.35M Buy
23,900
+22,276
+1,372% +$1.17M 0.01% 415
2018
Q4 		$73K Buy
+1,624
New +$77.6K ﹤0.01% 1105

Other funds holding XMMO

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 18% in Q2 2026, buying an estimated $33.7M and bringing the position to 1,371,946 shares worth $233M. The position accounts for 0.12% of the portfolio, ranked #93.

Northwestern Mutual Wealth Management first reported a position in XMMO in Q4 2018 and has held it in 31 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,371,946 shares of Invesco S&P MidCap Momentum ETF worth $233M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 206,397 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $33.7M.
  • Invesco S&P MidCap Momentum ETF made up 0.12% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2018 and has held it in 31 quarters since.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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